Here’s how to set up review workflows as an Administrator on the web platform.
Topics you’ll find in this article:
What are review workflows?
Review workflows are a specific sequence of “Approvers” assigned to review the expenses included in a Report. With review workflows, Approvers ensure that the expenses meet all company policies for reimbursement, recording, and accounting.
How to configure review workflows?
Review workflows can be assigned to both an expense policy and directly to a Submitter. Just follow these simple steps to set them up:
From the “Administrator” menu, select “review workflows.”
In the top right corner click on “+ Create review workflow”.
Assign a name to the workflow and an optional code.
Enter a description of the workflow (optional) and click “Continue.”
In Step 2, “Assign Approvers,” set up the sequence of Approvers who will participate in this process. After assigning them, click “Save Changes.”
In Step 3, “Assign Policy,” you can assign a policy to the workflow or skip this step.
In Step 4, “Assign Submitters,” assign the Submitters to the review workflow and select the relevant expenses and/or funds.
Finally, click “Continue.”
That’s it! The new review workflow is now created, allowing the Submitter to select the appropriate Approval workflow for their report review.
🧐 Note: Be cautious with policies that already have assigned workflows. Assigning a new workflow will restart the review flow for reports currently under review, meaning all Approvers will need to review the expenses again.
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