> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to review approval workflow items as a Cardholder

> How to view and act on pending approval items as a Cardholder approver in PEX

Once you are added to an approval group, you'll start seeing workflow items that are pending your approval.

We recommend navigating to **Profile → Notifications** and enabling notifications for pending approval items to ensure you don't miss anything that requires your review.

<img src="https://mintcdn.com/pextest/BHkGnEzfjHoTni5X/images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-1.png?fit=max&auto=format&n=BHkGnEzfjHoTni5X&q=85&s=c38c3e9407a008fb0d18695ecc0efd29" alt="Profile Notifications settings for approval items" width="671" height="474" data-path="images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-1.png" />

## Reviewing pending approval items

<Steps>
  <Step>
    Navigate to the **Review** page from the sidebar menu.

    The Review tab is only visible to Cardholder users who have been added to an approval policy as approvers.

    <img src="https://mintcdn.com/pextest/BHkGnEzfjHoTni5X/images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-2.png?fit=max&auto=format&n=BHkGnEzfjHoTni5X&q=85&s=59e0ca0c42490f632c27ab57f10d6135" alt="Review page in the sidebar menu" width="316" height="617" data-path="images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-2.png" />
  </Step>

  <Step>
    Click the tab you need in the top menu.
  </Step>

  <Step>
    Click **Approve** or **Reject** next to the item.

    <img src="https://mintcdn.com/pextest/BHkGnEzfjHoTni5X/images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-3.png?fit=max&auto=format&n=BHkGnEzfjHoTni5X&q=85&s=41ae63bf9b5c490a4fd7a6ac0cf41788" alt="Approve and Reject buttons next to workflow items" width="1571" height="400" data-path="images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-3.png" />
  </Step>

  <Step>
    To view full details, click on the item card in the list.
  </Step>
</Steps>

<Note>
  **Note:**

  You can approve all items at once by clicking the first checkbox to select all, then clicking **Actions** and choosing the desired action.

  <img src="https://mintcdn.com/pextest/BHkGnEzfjHoTni5X/images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-4.png?fit=max&auto=format&n=BHkGnEzfjHoTni5X&q=85&s=a66258eb21c03e19f20781efbc6b3afa" alt="Select all and Actions button for bulk approval" width="677" height="342" data-path="images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-4.png" />

  Filtering and quick search are available for transactions and card requests.

  <img src="https://mintcdn.com/pextest/BHkGnEzfjHoTni5X/images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-5.png?fit=max&auto=format&n=BHkGnEzfjHoTni5X&q=85&s=e56372b3e1be8d3b8baf9cca4e637d7f" alt="Filtering and quick search options" width="1550" height="467" data-path="images/cardholder-guide/how-to-review-approval-workflow-items-as-a-cardholder/image-5.png" />
</Note>

## Working with item details

From the full details modal window, you can:

* Add and edit tags, attachments and notes from the transaction/reimbursement details modal
* Edit some data from the card request details
* Add tags by clicking the **Add** button next to the Tags section
* Edit tags by clicking the **Edit** button next to the Tags section
* Add or edit attachments by hovering over the attachments section
* Add a note by clicking the **Add** button next to the Notes section
* Approve or reject items using the **Approve** or **Reject** buttons

## FAQ

**Can I open the Review tab from the mobile app?**

Not yet — PEX is working on implementing that.

**What workflows are available now?**

Transaction, reimbursement and card request (card funding, spend rule and unblocking) workflows are currently available.

**Will I receive "pending my review" email notifications?**

Yes. To receive email notifications for items pending your review, enable the "Transaction needs review" or "Reimbursement needs review" notifications on the **Profile → Notifications** tab.

**Where can I see items that need to be reviewed?**

There is a **Review** tab in the left nav menu. Switch between tabs to review different workflow items.

**Can I edit tags, update receipts and manage notes?**

Yes. Once you become an approver, you can edit tags, attachments and add notes for pending approval items.

**Can I see items reviewed by me?**

Yes, there is a filter to review approved or rejected items.

**Can I mark approved or rejected transactions as not reviewed?**

Yes, there is a **Mark as not reviewed** button on the transaction details modal window.

**Why didn't the item status change to approved after my approval?**

If there is a multiple-level approval set up in the approval policy, the item status won't change until all groups approve it.
