Approvals and policies
Approval routes, delegation and spend rules.
5 articles- Set up and change your approval routeSet up your expense approval workflow: single or multi-level approval, approval rules by amount and category, special flows and a fallback approver.
- Approve, reject or request a correctionWork through your approval queue: review what needs a look, bulk approve clean expenses, and reject or request a correction with a reason.
- Set a delegate while someone is on leaveApprover out of office or on vacation? Add their leave and pick a delegate so approvals keep moving. Without one, approvals go to their manager.
- Create spending policiesCreate an expense policy with spending limits, a receipt requirement, category restrictions and quotas. Out-of-policy expenses need a justification or stop.
- Set budgetsSet a monthly budget for the company, a category or a project budget, and track spend against it. Budget alerts go out at 80% and 100%.