Empowering teams & staying on budget with Levin + Riegner

Manager Review allows people managers a simple way to review and take action on their team’s expenses — including physical and virtual card transactions, and reimbursements.

This helps prevent mistakes, reduce back-and-forth, and speed up reconciliation and month-end close. Once a People Manager is assigned, managers will be alerted when their direct reports transact or submit a reimbursement, and can review them directly in Extend.

Who it’s for

Manager Review is designed for:

• People managers responsible for team members who spend on cards or submit reimbursements
  
• Organizations with existing approval processes or those looking to add an extra layer of expense oversight

Managers must be assigned in the People tab by an Owner or Admin.

Manager Review is available for:

• Virtual card transactions
  
• Physical card transactions (for supported banks)
  
• Reimbursement reports

How does it works

When an employee makes a card purchase or submits a reimbursement, managers will see an in-app alert in their Activity Feed on the Home page. From there, they can click to take action:

• Expenses to Review → for card physical and virtual card transactions
  
• Reimbursements to Review → for submitted reimbursement reports

In each Needs Review tab, managers can review or flag the expenses and reimbursements.

You can take action one at a time or select the checkboxes to review or flag items in bulk. Don’t worry, you’ll only be asked to review expenses and reimbursements by employees you manage.

Once reviewed or flagged, the review status of the expenses will be updated—making it easier for Owners, Admins, and Bookkeepers to see which items have already been reviewed by a manager. These review statuses appear in reporting and exports, helping finance teams work with more complete data.

📌 A simple way to catch issues early — helping the Accounting or Finance team close the books faster with fewer surprises.

Why it helps

• Keeps expenses on track with fewer surprises later
  
• Shifts accountability upstream to team managers
  
• Reduces cleanup and clarifications for finance
  
• Speeds up monthly close
  
  

How to Enable Manager Review

For owners and admins: to get the most out of Manager Review:

1. Go to the People tab
2. Assign a manager to each employee who spends or submits reimbursements reports. 
   Enable Reimbursements in Org Settings enabled if want to support out-of-pocket spend
   
   

You can update manager assignments at any time.

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FAQs

How will I know if I have expenses to review?
You’ll see an in app alert  in your Activity Feed on the Home page whenever an expense from one of your direct reports needs your attention. You can click Expenses to Review or Reimbursements to Review to take action.

Can I review physical card transactions for my team?
Assigned people managers can review physical card transactions for their team if their organization is on a Pro or Enterprise plan or select supported bank. If you’re unsure whether your organization qualifies, please contact your Owner, Admin, or Account Manager.

Can I review  multiple expenses at once?
Yes. Use the checkboxes to Review or Flag multiple virtual or physical card transactions —or reimbursable items within a reimbursement report.

Who can assign managers?
Only Owners or Admins can assign or update a manager for any user. Manager assignments are made from the People section.

Do I need to turn on reimbursements separately?
Yes. To use Manager Review for reimbursements, Reimbursements must be enabled by an Owner or Admin in your Org Settings.

Is Manager Review available in all plans?
Manager Review is available to customers on select supported banks, Pro and Enterprise plans.

If you’re on the Starter plan and want access, contact your Owner, Admin or Account Manager to explore upgrade options. If you’re the Owner or Admin, you can upgrade directly in the app.

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