You can use your profile, or log as another user to test the justify step. Note that a supervisor must be assigned to the user profile in order to route the transaction for approval. Supervisor assignments can be reviewed and managed by going to Settings > Users.
Step 1: Manually create out of pocket or company card transactions or justify a transaction from your Submit company card transactions (from daily file feed)
In this step, the supervisor can review the transaction to ensure that coding is correct and documentation is provided. Log as the supervisor who is responsible for approving the transaction you have just submitted (if not yourself).
In this step, the Finance team can provide a financial check/audit before any spend is allowed to be processed and extracted to the finance system. Not every business requires this step, but when activated is provides a final check that the coding is correct or a final review of any claims where spend policies have been breached.
This is the final action within the end-to-end test, to be completed by finance and/or admin users. Here you will see all transactions that have been processed and are ready for reconciliation. This step will allow you to export your test transaction as an extract file or directly into your finance system if you have a connected integration.