Guide to the Teampay Navigation (Approver)

Approvers Guide to the Web App

Welcome to Teampay! This is a detailed guide to walk you through the different parts of the Teampay web app, and what you can do in all these areas.

 

Requests

The first stop is the requests page. Here, you’ll find all purchase requests that you’ve made, and as an Approver, all requests for the users you approve for.

Requests Page

In the Approver view, Requests are split into different tabs, making it easy to action, monitor, and manage both your Team and your own Sent requests.

• Request History
  All past requests appear here. Use the filters to find requests made by specific requestors, of a certain status, or by payment type.
  
• Sent Requests
  Here, you’ll find requests that you have made.

Making a Request

Hit  in the top right-hand corner, then enter the details of your request into the page when prompted.

Actioning Requests

If you are an approver, you will see requests awaiting your action appear under the pending approval header.

You can approve or reject a request directly from this view. Click the arrow to the right to view more details on the request (see below payment view section).

If the approver recategorizes setting is enabled, you will be able to edit the fields (category, department, etc) prior to approval.

Once you approve or reject a request, the requestor receives a notification. If the request was approved, they receive a card number to use for their purchase.

 

Payment View and Management

To view the payment method associated with a request or the details, simply click on it. Hover over the card to show the full card number and details.

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Transactions

Once a virtual card is ‘swiped’, aka used at a vendor, a corresponding Transaction immediately appears.

As an Approver, the Transactions tab contains all transactions that have occurred against cards for your approval group.

You can search for transactions by name, sort through by clicking on the headers, and also filter by a date range.

 

Receipts

Receipts are attached by clicking on the receipt icon. The different colors indicate different Receipt statuses:

• Gray: No receipt attached yet
• Blue: Receipt attached
• Orange: Viewed by a team member

Receipt reminders are sent twice; once at the time of purchase, and 24 hours later, if they haven’t attached it by then.

Clicking the icon brings up the transaction reconciliation page. Any mandatory categorization fields (ex: category, department, custom dimension) are available to edit, and you can click or drag a receipt file into the box.

Teams and People

This is where you can see who is in your Approval Group (way by which we route purchase requests to approvers).

Approval Groups

Approval groups bring together a group of employees and assign a team member that can either approve or deny the request. Requests made by members of this approval group will be routed to this approver.

You can view, but not edit the approval group. If you require a change, please reach out to the Administrator for your account.