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Team Admin

Approving investment declarations

Review your team's investment declarations and proofs, then approve or reject them.

For: Team AdminUpdated 24 Oct 2026

Open Team Admin → Team Alerts → Investment declarations.

Approve Investment Declarations

The page has three tabs: pending declarations, Approved and Rejected.

  1. Open a declaration

    Select the employee's declaration in the pending list.

  2. Check amounts and proofs

    Review each investment's declared amount and download the attached documents and rent receipts.

  3. Approve or reject

    Add your Approver Comments, then select Approve or Reject. The employee sees the result on their Declare Investment page, and a rejected declaration can be corrected and resubmitted.