Advanced Approval... but only on reimbursable expenses.

BlueMelnickBlueMelnick Posts: 1Expensify Customer

Hi all,

Quick question on approval of reports. Our company uses Amex small business cards for our team. So most reports, regardless of amount, are not reimbursable.

On our team, we have a bookkeeper who is in charge of approving reports, but I want to put a limitation in place where if the report has reimbursable expenses over a certain amount, then the bookkeeper can't reimburse, and it has to come to me.

Assuming it can be done... How would I do this?

Thanks in advance!
Blue

Answers

  • jbaxterjbaxter Posts: 38Approved! Accountant Expensify Admirer
    edited February 4

    @BlueMelnick You can set this up if you have advanced approval active but it will only work on the Total Report amount, not on the reimbursable amount.
    Go to your policy > people and find the bookkeepers name. On the right hand side there is a settings icon. Open that and enter the amount and your email address.

Sign In or Register to comment.