Clients can set up approvers within their organization to manage the expense request and approval process. These expense approval policies can be customized and include manager approvals, multi-step approvals, and category-specific routing for expenses and adjustments.
Expense approval policies help enhance expense submission compliance and improve expense management.
In this Article
How to Create Expense Approval Policies
How to Create Expense Approval Policies
✅ Step 1 - Go to Organization Settings and Click on Adjustment & expense policies
In the Approval Policies tab, clients can set and manage expense approval policies.
You can also create an expense approval policy by clicking on the Approval Policies card. Refer to How to Configure and Manage Approval Policies for more information.
✅ Step 2 - Add a new Expense Approval Policy
Click on Create Policy and set an approval policy for all expense policies, legal entities, and worker types.
Additionally, you can also configure the default expense approval policy.
✅ Step 3 - Configure Policy Details & Approvers
Enter the policy name and description. Select the approvers who will manage expense requests:
- Enable multi-level approvers if needed.
- Define the approver type and their relationship to the requester.
- Additionally, you can also assign a substitute approver.
The selected approvers will have the necessary permissions to approve or reject expense requests.
✅ Step 4 - Set Up Notifications
Choose whether to enable email notifications for expense requests. Click on Finish to finish setting up your expense approval policy.
Frequently Asked Questions
[ACCORDION] How do I edit an existing approval policy?
To edit an existing approval policy:
- Go to the Approval Policies tab.
- Click the three dots next to the policy you want to edit.
- Select Edit to make changes.