Here at Expensify, we understand that simplicity is imperative to a smooth workflow. To that extent, we’ve received requests over the years to simplify, or at least add some simple options, to our approval workflow. Today we’ve made good on those requests. We’re proud to introduce two new Approval Modes: Submit Only and Submit & Approve
Submit Only:
The most basic approval option in Expensify. This is also the default option for new policies and accounts.
When the submit-only option is enabled, reports for all users will be sent to a single person or external system via email with a PDF copy of the report attached. The reports will automatically be closed in Expensify after submission, with no approval required.
This approval mode is typically chosen by companies that do not require reports to be approved, or simply want to send reports to an external system like AvidExchange.
Submit & Approve:
The most basic option for companies that require reports to be approved.
When the submit and approve option is enabled, reports for all users will be submitted to a single person for approval. The company approver will final approve all reports they receive without an option to approve and forward.
And as always you’ll be able to utilize Advanced Approval:
For companies that have more complicated approval workflows.
When the advanced approval option is enabled, the approval workflow can be configured at the employee level. This option also allows for a multi-tiered approval and rule-based approval structures. To read more about setting up advanced approval please visit our dedicated advanced approval help page.
What this means for current users?
Extra functionality! You’re existing policies will remain in Advanced Approval. New policies will be set to Submit Only.
If you’d like to change to Submit Only or Submit & Approve, you can do so in your policy’s People section:
For any questions regarding our new workflows, check out our Approval Overview help page or email help@expensify.com and we’ll be glad to clarify!
