Setting up Approvers in more than one Policy

barryh

Hi,

I've setup two policies in our Expensify Domain, one for US Employees and one for Canada Employees. However, I have Managers who need to approve reports for employees in both regions/policies. For example, our COO is part of the US Policy, but he has direct reports in the Canada Policy. When I try to select him as the "Submits To" person in the Canada policy, he is not listed. So I need him to be part of both Policies.

I somehow did this when I initially setup ExpensAble but I can't figure out how to do it now (our COO is new). Can anyone help?

Nicole Mendonca

@barryh thanks for getting in touch!

You'll need to add the approver to your Canadian policy. Once that individual is a member of the policy, you'll see them in the "Submits to" drop down.

Hope that helps! Feel free to live chat with Concierge if you run into any issues setting this up.