Approval workflow based on reimbursable/non-reimbursable - can this be done?

MPB

I'd like to create two separate workflows, one for reimbursable expenses (to go to an additional approver) and one for non-reimbursable expenses incurred on the company credit card (to go to one approver only). Can this be done? How? Thank you!

Stevie LaFortune

@MPB Welcome to the Community! There isn't currently a way to set the workflow based on expenses being reimbursable or not. This is mostly due to the fact that you can have both types of expenses on one report. Expensify has made sure to create a process that allows this function to work swiftly for the users and the admins.

If your process needs to be such that those expenses are kept separate and follow different workflows, you'll need to create separate policies for each. This becomes pretty cumbersome maintain both policies but mostly inconvenient for the users reporting to the correct policy.

MPB

Thanks for the helpful response!