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Deep Dive: Setting approval limits when using an Advanced Approval workflow

Katie OswaltKatie Oswalt Expensify Success Coach - Admin Posts: 146 Expensify Team
edited December 2019 in Deep Dive Docs
If your reports have to go through an extra level of approval when they're over a certain amount, you can set an approval limit dependent on the report's total. Note that you will need to be using Advanced Approval in order to use this setting.
An example of when you would use this: 
  1. The submitter's manager can approve any report up to a certain limit, let's say $500, and forward it to accounting.
  2. However, if a report is over that $500 limit, has to be also approved by the department head before being forwarded to accounting.
    To set this up, click on Edit Settings next to the approving manager's email address and set the "If Report Total is Over" and "Then Approves to" fields.

3 Person Approval Chain + Approval Limit Example

  1. Alice creates a report for $700 and submits it to Bryan. Now Bryan has needs to take action on the report, so we look at his line next.
  2. Since the report total is over the limit ($500.00), we see here that Bryan approves and forwards the report to the Department Head. (However, if the report total was under the limit, he would approve and forward it to Lucy.)
  3. The Department Head then approves and forwards the reports to Lucy. 
  4. Lucy is not assigned to approve to anyone on her line. She final approves the report.
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