How do I approve an expense request from a team member?

There are two ways to start the process of approving an expense request from a team member.   

Before you can approve a request and add funds to your team member’s card, you need to navigate to the Requests area of the app.

Option 1 – Adding Funds from your Corporate Wallet  

1. On the request card tap the purple Top-up button to view the request details.
2. The details of the request will appear from the bottom of the screen. 
3. To approve the request tap the purple Top-up button.
4. Click continue. 
5. An “Add money” option selector will appear from the bottom of the screen. 
6. Select the first option “Add money from Xpence wallet” 
7. Click continue. 
8. Enter the amount you want to add and click the arrow in the bottom right corner of the screen. 
9. On the next screen, you will be asked to authenticate your request by entering your 6-digit passcode. 
10. You will see a success screen once you have authenticated your request. 
11. Click the “Done” button to return to the list or requests. 

Note: your team member will receive a push notification letting them know that you have approved their request.

 Option 2 – Adding Funds from Another Card 

1. On the request card tap the purple Top-up button to view the request details.
2. The details of the request will appear from the bottom of the screen. 
3. To approve the request tap the purple Top-up button.
4. Click continue. 
5. An “Add money” option selector will appear from the bottom of the screen.
6. Select the second option “Add money from your Xpence cards” 
7. Click continue. 
8. Tap the + button on the “Add money from” tab. 
9. You will now see a list of cards you can transfer funds from.  
10. Select your card you want to transfer funds from. 
11. Next, tap the + button on the “Select amount” tab. 
12. Enter the amount you want to transfer. 
13. Click the arrow in the bottom right corner of the screen. 
14. Click next. 
15. Then confirm the transfer.  
16. On the next screen, you will be asked to authenticate your request by entering your 6-digit passcode. 
17. You will see a success screen once you have authenticated your request. 
18. Click the “Done” button to return to the list or requests. Note: your team member will receive a push notification letting them know that you have approved their request.

 If you face any problems approving a team member request, please reach out to us at support@xpence.com.