Cross-Company Approval - Expense and Benefit


Accounts with multiple entities can now assign Approvers from one entity to another. This feature will allow your staff from Company A to approve the claims submitted by another staff from Company B, and vice versa. The cross-company approval is available for the Expense and Benefit modules. 

Please contact our Support Team if you require this function.


In order for this to work, both companies must enable the Share Directory.

Step 1: Log in to Company A.

Step 2: Go to User Admin.


Step 3: Click on settings2.png .

Step 4: Click on share_directory.png .

Step 5: Click on


Enter the company ID for Company B


and click share_directory2.png at the bottom right.

Step 6: Repeat step 1 to 5 for Company B to share the directory to Company A.

Once completed, you should have this updated section in both companies under the Share Directory.


Step 7: To assign a staff from company B as an Expense Approver in Company A, login to Company A.

Step 8: Click on settings.png .

Step 9: Click on company_settings.png go to approvals.png .

Step 10: Click on default_settings.png and the Edit pencil_icon.png icon.

NOTE: The steps below apply for both Benefit and Expense. Click the corresponding module to setup.

Step 11: To assign a staff from the other company(B), select Specific User.


Step 12: Click the dropdown to choose Company B.


Step 13: Select the staff you want to be the Approver for this level.


Do the same steps for additional approval levels. 

Step 14: Click on apply2.png , and select whether this approval flow will apply to all, or to specific users. 


Click save_changes3.png .

Follow the same steps to assign approvers from the other entities.

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