We're experiencing abnormally high support volume that has created a backlog delaying our responsiveness. Please visit our status page for more details and to subscribe to updates.

How do I change the approval workflow for my policy?

davidlyapdavidlyap Posts: 1Expensify Customer Expensify Newcomer
edited January 2019 in Day to Day

I used to manage a colleague and approve her reports. Now she is managed by someone else. How do I change this colleagues approving manager in Expensify?


  • Sheena TrepanierSheena Trepanier Posts: 2,140Expensify Success Coach - Admin Expensify Team
    edited January 2019

    The approval workflow for a policy (who submits to who, and who approves reports) can be updated by any policy admin.

    If you're an admin you can adjust the workflow from Settings > Policies > Group > [Policy Name] > People.

    You'll find instructions and explanation on our help site here.

    If you're not a policy admin (no Admin tab is visible at the top of your account,) we recommend reaching out to a manager or your own approver to make the update.

Sign In or Register to comment.