Set up an automated report approval workflow in Expensify Classic to streamline expense review. Depending on your workspace’s needs, you can choose a simple or multi-level approach.

Set an Approval Workflow

To configure how expense reports are approved in your workspace:

1. Go to Settings > Workspaces > [Workspace Name] > Workflows
2. Under Approval Mode, choose one of the following options:
   • Submit and Close\ Reports are automatically approved and closed after submission. Use this if approvals happen outside of Expensify or if the submitter is also the approver.
   • Submit and Approve (default)\ All reports are routed to a single approver assigned by the Workspace Admin.
   • Advanced Approval\ Create a more detailed workflow. You can:
     • Assign different approvers to different employees.
     • Require a second approval for reports that exceed a specific amount.

You can further customize the approval process by setting up rules based on specific categories or tags.

Enforce the Approval Workflow

To make sure employees follow the set workflow:

1. Go to Settings > Workspaces > [Workspace Name] > Workflows.
2. Enable Enforce Workflow under the Approval Mode section.

When enabled:

• Employees must follow the configured workflow.
• Admins can still “take control” of reports if necessary.

Note: Learn more about Complex Approval Workflows for advanced setup options.