How to Approve an Expense on Lumi Business

Prior to utilizing an expenditure, it necessitates endorsement from the appropriate authoritative body. The following outlines the necessary procedures for sanctioning pending expenses

Step 1

Navigate to the EXPENSES category, where an inventory of all established expenses is located. Identify those tagged with the status "PENDING."

Step 2

Select the REVIEW option to trigger a pop-up window. Thoroughly assess all the provided fields. Towards the conclusion, two buttons will be visible. Opt to click on the APPROVE button. Your expenses will then be officially approved.

For a visual guide, please watch the video below. Video Link

If you encounter any challenges or require further guidance during this process, don't hesitate to reach out to our dedicated support team at customerservice@enlumidata.com. We're here to assist you every step of the way.

• Related Articles

• Lumi Business Product Update: Release 17

  1. Activity Logs Overview The Activity Logs page provides visibility into all actions taken across business account. It helps business owners monitor staff activities, track operational changes, and maintain accountability within the system. To ...

• Lumi Business Product Update: Release 12

  We're excited to roll out a set of powerful new enhancements designed to give merchants greater control, transparency, and efficiency across day-to-day operations. These updates span across inventory management, expense processing, and receipt ...

• How to create an Expense Category on Lumi Business

  Business owners often find it necessary to establish various expense categories. If you're using Lumi Business and wish to set up your own expense category, adhere to the steps outlined below: Step 1 Logging In Begin by logging into your Lumi ...

• How to create expense on Lumi business (with or without automated disbursement)

  To manually generate an expense on Lumi Business with or without resorting to automated disbursement, adhere to these steps: Step 1 Initiate the process by logging into your Lumi Business account. Once inside, navigate to the platform section ...

• How to integrate Chowdeck Order with Lumi Business

  Overview Connecting your Chowdeck store to Lumi Business gives your food, grocery, and pharmacy business a major advantage. Once linked, you can manage all Chowdeck orders directly inside Lumi without switching between platforms. Your products stay ...