Use this guide to review, edit, return, or approve Expense Reports submitted by employees.
Sign into U.S. Bank NextView™ platform and in the sidebar on the left side choose "Manage" tab and then “Approvals”.
Figure 1. NextView left navigation menu
In the approval tab you will see submitted reports pending your approval.
Figure 2. Approvals screen showing pending approvals
Clicking on the report will show you each expense the employee has included in the report. You can return the report by clicking "Return" to the left of "Approve".
The Options dropdown menu to the right will allow you to add milage or an expense if need-be. You can generate a PDF if you'd like to keep a digital copy of the report.
Figure 3. Expense report screen showing details of an expense report that is pending approval
Editing the report will allow you change the name of the report. If the employee is assigned to more than one department, you can change the department designation here as well.
Note: You cannot edit any of the expenses in the report from this menu. To edit individual expenses, click on them in the Expenses column.
Figure 4. Edit Expense Report dialogue showing where to change the name of an Expense Report
When you click on an expense you have the ability to adjust all the attributes that have been filled into the fields.
Figure 5. Expense Details screen showing where you edit / adjust details on an expense
To add or change a receipt image, click on the receipt image in the right pane:
Figure 6. Receipt Details screen showing where you can change or delete a receipt
Once you approve the report, if you have multi-level approval, the report will be sent off to the next stage in the approval process.
Figure 7. Expense Report screen showing all report changes
Need help?
If you need help, contact the NextView support team:
Email support@nextviewplatform.com.
From the website or mobile app: Open the left navigation menu and select Chat with us.
Publish date: January 27, 2025
Last update: NA