Approval workflows & expense policy — found from sitemap — Expensify

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Facts read from this source

• Approval modes Report an error

  “Submit & Close: Reports are submitted and immediately closed, notifying the designated recipient.”

• Submit and approve Report an error

  “Submit & Approve: Reports are submitted and require approval from the designated approver before final processing.”

• Advanced approval chain Report an error

  “Advanced Approval: The report is sent to the approver listed in the submitter’s “Submits to” column in the Workspace Members table.”

• Approval limit escalation Report an error

  “If an approver has an approval limit, the report escalates accordingly.”

• Category tag approvers Report an error

  “A report containing expenses with category or tag-specific approvers will first go to those approvers.”

• Automatic submission Report an error

  “Reports can be submitted manually or set to submit automatically by Concierge.”

• Workflow change requires resubmission Report an error

  “If you change part of your workflow after a report has been submitted, the workflow for that report will not update unless it is retracted and resubmitted.”

• Export after final approval Report an error

  “Once the report reaches final approval, it can be exported to a connected accounting software or reimbursed.”

• Notifications category approvers Report an error

  “These individuals will receive notifications via email or in-app alerts.”

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Scores citing this record

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