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.
Note:
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
Example:
Bee35 is the submitter, and the Supervisor is Lady Yap. Lady Yap is Bee35's Manager.
Lady Yap's Supervisor is George Stan. George Stan will be Bee35'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.
will look like this:
will look like this:
To edit any of the WorkFlows, click the pen icon under Action.
