Review and analyse team expenses

Before you begin

You need access to Team expenses. Talento shows only records within your scope and applies the approval rules configured by the company.

Approve or reject an expense

1. Open Team expenses.
2. Select a pending expense within your scope.
3. Check the employee, category, date, total, tax, and related task.
4. Open the supporting documents and review the business purpose and possible duplicates.
5. Select Approve or Reject.
6. Add an explanation, especially for a rejection.
7. Check the resulting status and history.

Talento may require a particular manager or several conditions before the expense becomes fully approved.

!Warning

Do not decide from the title and total alone. Check the supporting document, business purpose, and possible duplication.

Filter and analyse team expenses

1. Open Team expenses.
2. Filter by employee, team, office, category, period, or status.
3. Review the total, leading category, and monthly trend for the filtered set.
4. Open individual records before concluding that there is an anomaly.

A monthly increase can reflect project work, travel, or a different posting date. Broaden the scope only when your permissions and the review require it.

Result

Each expense shows the recorded decision, and the dashboard summarises only the filtered set within your scope.

Common problems

• An employee does not appear: ask for your scope to be reviewed.
• You cannot approve: check the applicable rule and whether another person must decide.
• A chart looks unusual: review the period, filters, and individual expenses before interpreting it.
• Documentation is missing: request the supporting document before recording a decision.