Setup of Multi-Level Review Policy:
Navigate to Settings >> Policies >> Expense Review.
In the Expense Review section, you will set up Policies on how expenses are reviewed.
Select the number of review Levels and the minimum number of reviewers required per level.
Once configured, all expenses will follow this policy, automatically fetching reviewers based on their assigned levels and teams.
Setting up Multi-level Reviewers:
Once the policy is live, you can now set up the different reviewers for each level.
Here, you can select specific individuals to review expenses for specific teams.
Approval Flow:
Level 1 reviewers can view and approve past, present, and future expenses.
Once the required number of Level 1 approvals is met, the expense advances to Level 2 for further review.
Level 2 reviewers receive notifications to approve the expense.
By default, you will see the expenses on your assigned level.
Rejection Flow:
If any approver at any level rejects the expense, the entire process is terminated, and the expense status is set to "Rejected."
Need More Details Flow:
Level 1 reviewers can request additional details, pausing the approval process until the necessary information is provided.
Once satisfied, Level 1 can approve the expense, moving the request to Level 2.
Level 2 can also request more details, continuing the review cycle until the expense is either accepted or rejected.
Key Benefits
This process enhances accountability and compliance by ensuring that expenses are thoroughly vetted across multiple layers, promoting regional accountability and adherence to company policies.
Feature Control:
Please note that this feature is under a feature flag and is available to our Premium and Enterprise customers.
If you would like to have this feature activated, please get in touch with us at: