How-to: Enforce your group policy's approval work flow

Katie OswaltKatie Oswalt Expensify Success Coach - Admin Posts: 154 Expensify Team

As a Policy Admin, you can choose to enforce your approval workflow by going to Settings > Policies > Group [Policy Name] > People > Approval Mode

  • When this setting is disabled, submitters and approvers will have the option to override their "Submits to" and "Approves to" settings by manually re-writing the email address that populates when they submit or approve and forward reports.
  • When enabled (which is the default setting for a new policy), submitters and approvers must adhere to the set approval workflow (recommended). This setting does not apply to Policy Admins, who are free to submit outside of this workflow

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