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How to approve expense claims on D365

  1. Log in to D365 Production environment:
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  2. Immediately, on the bottom left of the Finance and Operations screen, you will be able to view the work items assigned to you for approval:
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  3. Select the Expense Report (Claim) to approve by marking it (✓) and clicking on “⟳ Workflow”  -> “Approve”

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  1. Enter comments (if any), then click “Approve”
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  2. The claim is now approved and will be processed by Finance Department

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