How do I review the proof of investments of employees?
To approve proof of investments (POI), follow these steps:
- Click Approvals on the left sidebar and select Proof of Investments.
- Click the POI that you want to review.
- Go through each line item in the POI, enter an approved amount, and click Approve.
- If you want to approve all the line items in one go, enter the approved amounts for each line item and click Approve All.
- Review all the approved line items and click Confirm for IT Calculation.