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Expense approvals
Setup an Expense Approval Policy
Setup an Expense Approval Policy

How do I set an expense approval flow?

Updated over a week ago

As an admin, you can designate team leaders to approve expenses up to a certain amount, rather than managing all approvals yourself. This is especially useful for larger organizations.

Step 1: Navigate to the Settings tab on the sidebar menu.

Step 2: Click on Update under the Expense Approvals tab.

Step 3: In the top right corner, click on New Policy to establish your desired approval workflow. You can set up multiple approval levels for different spending amounts.

Step 4: Select the scope of the policy: Team, Category, or Expense Tag.

Customers tell us this feature is a game changer, specially for large organisations.

Step 5: You can add or remove Team Leaders, Accountants or Admins here. You can also add another level of approval if needed. Once the flow is set up, Click on "Save changes".

Try adding new policies for higher amounts as new layers on the same approval flow.

Step 6: You will see a pop-up next to Select the starting date for this policy. You can choose to enforce the policy from that moment onwards or apply it retroactively and Save Policy.

Policies enforced retroactively will only affect expenses which have not been approved yet. All approved/rejected remain unchanged.


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