How to manage approval workflows

What to do

1. Document who should review each kind of expense, including departments, spending thresholds, and exceptions in your company policy.
2. Confirm which workflow settings are available to your role and company before making changes.
3. With an authorized administrator, align the available approval settings with your documented review responsibilities.
4. Before using a changed workflow broadly, review it with the intended approvers and use your company’s approved test process.
5. Check how changes affect reports already in progress. Do not assume an existing report will be rerouted automatically.

If you need help

The available routing controls depend on your company’s configuration. Avoid removing an approver until another authorized reviewer has been assigned.