How to Bulk Approve and Reject Requests
📘 Overview
This guide explains how to efficiently review, approve, or reject multiple requests at once using the Bulk Approval feature.
🧑💻 Prerequisites
Before you begin, make sure that:
- You have approval permissions for expenses, reimbursements, or other request types.
- You’re logged in to your active SiFi account.
Bulk Approval of expenses
🔧 Step-by-Step Guide
1. Access the My Actions Tab
- From the left-hand navigation menu, go to Expenses.
- Click the My Actions tab to view all pending approvals.
2. Select Multiple Items
- Use the checkboxes next to each item to select one or more expenses.
- Once items are selected, the action bar will appear at the bottom of the page.
💡 Note: Requests you’ve already approved will display the status “Already Approved by You” and will not be available for bulk selection.
3. Approve or Reject in Bulk
- Click Approve to confirm all selected requests.
- Or click Reject if the items don’t meet criteria.
📌 Tips & Best Practices
Apply filters to quickly find and review specific requests before taking action.
Using filters ensures you only act on relevant and pending items.
Bulk Approval in the Action Center
🔧 Step-by-Step Guide
The Action Center gives you a unified view of all pending requests across modules.
From here, you can:
- View all request types (Card Requests, Transfers, Reimbursements, etc.).
- Bulk select and perform Approve or Reject actions with a single click.
- Filter by request type, requester, or time period for focused reviews.
📊 Advanced Options
- Combine multiple filters to process specific subsets (e.g., all reimbursements for one budget).
📌 Tips & Best Practices
- Always review selected items before confirming bulk actions.
- Use filters to avoid approving unrelated or outdated requests.
- Check the Action Center regularly to prevent approval delays.
🛠️ Troubleshooting
Common Issues:
- ❗ No requests visible in My Actions → Ensure you have the correct approval permissions.
- 🔄 Filters not updating → Try refreshing the page or clearing filters.
- 🚫 Approve/Reject buttons missing → The items may already be processed or you may lack permission.
🤝 Need More Help?
If you still experience issues or need further assistance:
📞 920 031 030