help center

How Do I Review Employees’ Expenses?

Borderless saves you time and cost by providing an intuitive way to handle your employees’ expenses. Reviewing, approving, and rejecting expense reports in the Borderless console is easy. Your team members will receive email and in-app notifications when your employee submits an expense. Only team members with the correct permissions will receive these notifications.

Are you an employee? Check out our article on submitting expenses

Step 1

Once you’ve started the process of adding a hire, the second step will be ‘Employment Information’. Until you insert the title of your new hire, the option to generate the JD with AI will not be available.

Step 2

You can generate the job description by clicking on the

button.

If you have certain requirements that must be included in the job description, insert them into the text box and then re-generate the job description. Note: if you already have a JD, you can cut and paste it into the text box and Alberni will optimize it.

Step 1

Open up your Borderless Console.

Step 2

If you have any pending expenses you will see this as a tile on your Home Page. Click on the tile to access your pending expenses.

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Step 3

Now, you will see a list of expenses for your review. Select an expense for review by clicking on the three dots icon to the right of the expense.

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Step 4

If everything looks in order, click on ‘approve’ in the top right-hand corner.

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Step 5

You’ll get a confirmation note before you finally approve the expense and here, you can write a comment if needed. This is also an opportunity to cancel out of the process, in case you wanted to do an additional review.

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Step 6

You can follow the same steps to reject an expense if needed. If you need to export your list of expenses, click on the ‘Export to CSV’ button on the top right-hand corner. Click on the ‘Approval Status’ dropdown to filter.