Setting up approvals: Is there a way to set a $50.00 max level before approval is required

AmandaDawn

Hi,

At the moment I am trying to set up a company's approval workflow and am having some troubles.

We would like the finance dept to have the ability to approve expenses under $50 without it having to be sent to a manager for approval ahead of time. Anything over $50 would then have to be submitted to the employees manager for approval.

I know that I can have the employees submit to the finance dept and that a $50 max approval limit can be set, however then invoices can only "forward" those reports to a single person for approval. Is it possible set up a workflow that works this way?

Thanks

Amanda

Jeremy Boniface

Thanks for reaching out here! Happy to help. From how it sounds, I do believe you can achieve the desired workflow in Expensify. However, I think this question is more easily handled using specific examples. Accordingly, I'd recommend reaching out to concierge@expensify.com with your inquiry, including report IDs (from the top-left of the report), as well as relevant account email addresses.

In the meantime, I'd recommend checking out our guide on Advanced Approval, as well as the Detailed Example.