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Approval Route by Expense Category

CindyRCindyR Posts: 1Expensify Customer

It would be great if the application could route a report to a specific person for certain expense categories. Currently, our Advertising Manager needs to approve any printed documents for content. The document copy is attached to the report when someone orders items to be printed and it is routed to their manager for funding and business related purpose approval, but currently we have to have the Advertising Manager approve outside the system. Additionally, we need CEO approval for any business meeting or business entertainment expenses.

4 votes

Live feature released! · Last Updated


  • Ted HarrisTed Harris Posts: 351Expensify Success Coach - Admin Expensify Team

    Hi @CindyR - Great idea! Don't forget to vote for your own and... as a sneaky peak to how much we think it's a great idea, I've actually changed this to `In development` as we've been working on this a bit in the past few months.

    Keep your eyes peeled here and on our Product Updates later this year, or more likely, early next year for some updates on this one. 😉

  • Sasha KlugerSasha Kluger Posts: 19Expensify Team Expensify Team

    Hi @CindyR  - we've just released our new category and tag approver feature! With this feature, you can configure your Expensify policy to route reports based on the category selected on expenses. Accordingly, I've updated the Idea Status on your idea to "Live feature released!" 🙌

    To learn more about how the feature works, take a look here.

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