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New feature: Manual Approval Threshold

Sasha Kluger
Sasha Kluger Expensify Success Coach - Admin Posts: 115 Expensify Team
edited February 18 in Product Updates

Expensify offers many ways to automate your expense management process to make the process more efficient and streamlined. We’ve just enhanced our auto-approval feature to give Policy Admins even more control over which reports get approved automatically. Previously, if Auto-Approval was enabled in your policy, any violation-free report would be auto-approved. Now, you can set a Manual Approval Threshold so that any expense over that amount will require manual review and approval!

We’re very excited about this new feature as it will allow your team to automate your approval process and save tons of time, while still maintaining control over what gets auto-approved and what requires a more careful review.

To enable Auto-Approval with a Manual Approval Threshold:

  1. Navigate to Settings > Policies > Group > [policy name] > People
  2. Scroll down to the Expense Approvals section
  3. Modify the amount in the "Manually approve all expenses over" field - reports containing any expenses over this amount will require manual approval


To disable Auto-Approval:

  1. Navigate to Settings > Policies > Group > [policy name] > People
  2. Scroll down to the Expense Approvals section
  3. Add $0 to the "Manually approve all expenses over" field

Important: If you previously had Auto-Approval enabled in your policy, we’ve automatically set the Manual Approval Threshold to $100. If you’d like all violation-free reports to be automatically approved, please go to the People settings in your policy and set the Manual Approval Threshold to a large number (e.g. $20,000).

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