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?
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 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.
©2008-2023 Expensify, Inc.
©The Expensify Visa® Commercial Card is issued by The Bancorp Bank, N.A., Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may not be used at all merchants that accept Visa cards. Apple® and the Apple logo® are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.