Idea: New Policy Role - Approver

AnaquaKPAnaquaKP Expensify Customer Posts: 27 Expensify Newcomer

Posting this again because I think something happened with my original post and voting disappeared.


My company defines when a policy is needed based on two things; 1) which subsidiary in NetSuite the expense report needs to upload to, and 2) which currency the employee needs to be reimbursed in. From there, we have two policies that fit both criteria, which we use to track different expense types. There are a lot of combinations that results in needing to add approvers to multiple policies, which gets cluttered and confusing for my users as they need to ensure they are only submitting their reports on the correct two policies.


An Example:

Approver A submits expenses to Company 1 and needs to be reimbursed in USD. They submit on Policy X.

User 1 submits expenses to be approved by Approver A, their expenses upload to Company 1 and they are reimbursed in USD. They submit on Policy X.

User 2 submits expenses to be approved by Approver A, their expenses upload to Company 2 and they are reimbursed in USD. They are on Policy Y. (Approver A needs to only approve on Policy Y, they cannot submit expenses because all their expenses need to be on Policy X)

User 3 submits expenses to be approved by Approver A, their expenses upload to Company 2 and they are reimbursed in EUR. They are on Policy Z. (Approver A needs to only approve on Policy Z, they cannot submit expenses because all their expenses need to be on Policy X)

The result is the Approver A needs to be an "Employee" on Policy X and they need to be an "Approver" on Policies Y and Z.


I think this would be very helpful to admins who are struggling with trying to corral their users to make sure they are submitting on the correct policies. It would allow for more customization with policies too. Admins can setup additional policies knowing that the expenses will be classified and recorded correctly in their accounting systems.

2 votes

Understanding the Issue · Last Updated

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