How do I review the proof of investments of employees?

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.

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