Set up the expense approval workflow (admin)

Control who approves claims and how, from Expense → Settings.

Approval rules

• Restrict Manager Approval — stop managers approving claims from their own direct reports.
• Skip Approval — allow an approver in the chain to be skipped.
• Mandatory rejection comment — require a reason on every rejection (recommended).

Multi-level approval

Turn this on to route claims through more than one approver:

• Build the chain — up to 5 levels, each assigned a role: Manager, Dept Head, HR Executive, HR Admin, Finance Admin or CEO.
• Approval threshold — claims below this amount need the manager only; at or above it go through the full chain.
• Auto-finalize after manager approval — skip the later levels once the manager approves (for lower-risk claims).
• Auto-escalation — if a claim sits unactioned for N days (default 7), it moves to the next approver automatically.

A claim flagged by policy (missing receipt, over a limit, or old) is routed through the full chain / to Finance even if it's under the threshold. See Why a claim is flagged or rejected.

When to contact support

If claims aren't following the chain you configured (wrong approver, or escalation not firing), raise a ticket describing the expected vs actual chain.