With an approval flow, you can decide who should review and approve your team's expenses before they are ready to be exported to your accounting system.
If no approvers have been added, submitted expenses will continue through the flow without manual approval.
Set up approvals for a team
To select who should approve your team's expenses:
Go to Teams & Cards → Team & Approvals.
Select the team you want to configure.
Select the Approval policy tab.
Select one or more approvers who should review and approve the team's expenses.
Save your changes.
Once approvers have been added, the team's submitted expenses will be sent for review according to the approval flow.
Approve or reject an expense
As an approver, you can review expenses submitted by users in your team.
When reviewing an expense, you can:
Approve the expense. Once the expense has completed the entire approval flow, it will be ready for export to the accounting system.
Reject the expense. The expense is sent back to the user, who can correct or add the required information and submit it again.
Customize the approval flow with an approval policy
With an Approval policy, you can customize the approval flow based on your company's guidelines and decide which expenses need to be approved and by whom.
For example, you can set conditions based on:
The expense amount.
The merchant.
A combination of the amount and merchant.
You can also add multiple approvers if an expense needs to be approved in several steps.
Read more in the Approval policy article.
Automatic approvals with Intelligence
With Intelligence, expenses that clearly comply with your company's expense policy can be approved automatically.
Intelligence can be added as an approver in your approval policy. If Intelligence cannot approve an expense automatically, it is forwarded to the human approver for review.
Read more in the Intelligence article.
Frequently asked questions
What happens if we don't have an approver?
If no approvers have been added, submitted expenses will continue through the flow without manual approval.
What happens if an expense is rejected?
The expense is sent back to the user, who can correct or add the required information and submit it again.
Can a user be a member of multiple teams?
A user can only be a member of one team at a time. However, the same person can be an approver for multiple teams.
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