Why is Concierge approving reports on its own?

KGPayables

For a few of our policies, I've noticed that there is the odd instance of Concierge deciding to approve an expense report on behalf of an employee's manager and myself, the final approver. I end up rejecting the report back to the manager to be reviewed at this point. Why is this happening and how can I stop it?

tylerzoll

@KGPayables, This can be a great feature if you have your other settings optimized. The idea is that you generally don't need every manager to look over every expense, just the ones that fall outside of the norms. If you have your settings set too loose, expenses can get through that you would like someone to take a second look through.

You can turn off Automatic approval under Settings> Policies> People> then at the bottom of the page, you should see see a screen that looks like this:

Change the bottom box from no to yes and reports will no longer be auto approved.

I generally recommend keeping auto approve on, but just adjusting your settings for expenses that are flagged for violation.

Anthony_Kajfasz1

I switched it to "No" based on this answer but I dont see where to set and automatic approval amount. I see this below but I dont think this relates to automaticall approving it.

Kadie Alexander

@Anthony_Kajfasz1 Welcome to the Community! With Automatic Approval enabled, reports will be approved by Concierge if:

• All expenses abide by the Policy rules (as per your screenshot) and Category rules
• All expenses pass Concierge's audit, which checks for additional details that may require your attention (for example, the amount added to the expense is larger than the SmartScanned amount)

Let me know if you have any questions about how it works!

Ted Harris

Hi @Anthony_Kajfasz1, in addition you might want to check out Category Rules, which allow auto-approval of expenses per category under a certain amount but can flag everything else which hits the threshold you determine from the Settings > Policies > Group > [Policy Name] > Expenses > Expense Basics settings you've shown above:

Sasha Kluger

Hi @Anthony_Kajfasz1 - I wanted to share a quick update about our Auto-Approval functionality. We just enhance the feature and now allow you to define a Manual Approval Threshold in your policy - when Auto-Approval is enabled, any expenses over the Manual Approval Threshold will require manual review, while any violation-free expenses under the threshold will be automatically approved.

You can learn more about how to configure this feature here.