Can I remove "Final Approve" options for Managers?

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barryh
barryh Expensify Customer Posts: 3

The way our expenses flow, they are setup to go from the Employee to their Manager for Approval and then all are setup to "Approves to" a Finance person who does a final policy check before approving and submitting for reimbursement. However, we occasionally have a Manager who instead of clicking "Approve and Forward". with click "Final Approve". Of course when they do that it by-passes the finance review. Is there a way I can remove the "Final Approve" option from the Manager's role?

Answers

  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 173 Expensify Team
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    Hi @barryh! Thanks for reaching out! While you don't have the ability to completely remove the Final Approve option for Managers, you can enable a feature called Workflow Enforcement.

    A Policy Admin can find this by logging into the Expensify website, navigating to Settings - Policies - Group - [Policy Name] - People and scroll to the Workflow Enforcement section at the bottom of the page. More info on this feature can be found here.

    If you have any other questions or need anything else, please let me know!