How do I change the approval workflow for my policy?

davidlyapdavidlyap Posts: 1Expensify Customer Expensify Newcomer
edited January 23 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?

Answers

  • Sheena TrepanierSheena Trepanier Posts: 1,916Expensify Success Coach - Admin Expensify Success Coach
    edited January 23

    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.

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