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Advanced approval workflow with category and dollar threshold

KrinaKrina Expensify Customer Posts: 1

Hi, we are currently Expensify users and are looking for an advanced approval workflow process with dollar and category thresholds.

As an example, I submit a meal charge under the T&E expense category which needs to go to the accounts payable for review and approval and ends there.

Then I submit an expense under the Markets category for purchases from Home Depot for $50 which also needs to go to accounts payable for review and approval and ends there.

In the third instance I go to Home Depot under the Propagation category for $200 purchase from Home Depot which needs to be routed to the Propagation manager for review and approval and then routed to accounts payable for final approval.

Is it possible to have multiple workflows defined by category, department and dollar thresholds in Expensify? Is there an advanced version of Expensify we can subscribe to for this functionality?

Thank you.


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