Expense Multi-Level Approval

Multiple levels of approval can be set in the Expense module. This will allow you to set different approval flows to follow depending on your organizational requirement. You can assign up to a maximum of 7 Approving Officers per approval flow - whether you need it set by employee or a group level.

NOTE: Pease contact our Support team if you require this feature. 

Once the feature is enabled on the account, you may follow the steps below: 

Step 1: Login to your account. 

Step 2: Click on , and go to .

Step 3: Select "Approvals" tab at the top:


Step 4: From Approvals, click Default Settings to set the approval flow.  


Step 5:  Input the WorkFlow Name.  


Step 6: Select the Expense Officer/s who will need to approve the claims.



Super Admin – Superuser on the account 

Manager – The staff's assigned Supervisor (see User Admin)  

Manager’s Manager – The assigned Supervisor of the submitter’s Supervisor 

Specific User – anyone who is an Expense User 


Kelly Tim is the submitter, and the Supervisor is Loren Gates. Loren Gates is Kelly Tim's Manager. 


Loren Gates's Supervisor is Jerry Smith. Jerry Smith will be Kelly Tim's Manager’s Manager.


 Step 7: To add more Approving Officers (depending on how may AOs are needed), click: 


Step 8: If you want a staff/Admin to be notified after the last approval, select the name here:


 Step 9: Once done, click Apply. 


Note: You can choose to whom you'd like to apply this approval setup.

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To edit any of the WorkFlows and send reminders to the assigned Approving Officers, click the pen icon under Action. 


To send reminder, when you click the pencil icon, you will see the assigned officer. 

Click on the dhjfghjfghf.png button. 

Additionally, you can determine how many days must pass before sending an email and set reminders that will be sent to the Approving Officers.


If you need to add more reminders, click on oufbsfgfd.png.





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