How do I change the approval workflow for my policy?
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davidlyap
Expensify Customer Posts: 1 Expensify Newcomer
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?
Answers
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsThe 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 explanations on our help site here.
If you're not a policy admin (unable to click on the policy name and access the details) we recommend reaching out to a manager or your own approver to make the update.
