From 3ebe7bf785555de4df1f97af8b7b1607907a0194 Mon Sep 17 00:00:00 2001 From: Zany Renney <56830058+zanyrenney@users.noreply.github.com> Date: Thu, 2 Nov 2023 15:06:12 +0000 Subject: [PATCH] Update Approval-Workflows.md --- .../Approval-Workflows.md | 18 +++++++++--------- 1 file changed, 9 insertions(+), 9 deletions(-) diff --git a/docs/articles/expensify-classic/manage-employees-and-report-approvals/Approval-Workflows.md b/docs/articles/expensify-classic/manage-employees-and-report-approvals/Approval-Workflows.md index 1f69c1eee8f4..4c64ab1cefe4 100644 --- a/docs/articles/expensify-classic/manage-employees-and-report-approvals/Approval-Workflows.md +++ b/docs/articles/expensify-classic/manage-employees-and-report-approvals/Approval-Workflows.md @@ -52,28 +52,28 @@ This document explains how to manage employee expense reports and approval workf - *Final Approver (Finance/Accountant):* This is the person listed as the 'Approves to' in the Settings of the Second Approver. - This is what this setup looks like in the Workspace Members table. - Bryan submits his reports to Jim for 1st level approval. -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} +![Screenshot showing the People section of the workspace]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_1.png){:width="100%"} - All of the reports Jim approves are submitted to Kevin. Kevin is the 'approves to' in Jim's Settings. -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} +![Screenshot of Policy Member Editor]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_2.png){:width="100%"} - All of the reports Kevin approves are submitted to Lucy. Lucy is the 'approves to' in Kevin's Settings. -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} +![Screenshot of Policy Member Editor Approves to]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_3.png){:width="100%"} - Lucy is the final approver, so she doesn't submit her reports to anyone for review. -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} +![Screenshot of Policy Member Editor Final Approver]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_4.png){:width="100%"} - The final outcome: The member in the Submits To line is different than the person noted as the Approves To. ### Adding additional approver levels - You can also set a specific approver for Reports Totals in Settings. -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} +![Screenshot of Policy Member Editor Approves to]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_5.png){:width="100%"} - An example: The submitter's manager can approve any report up to a certain limit, let's say $500, and forward it to accounting. However, if a report is over that $500 limit, it has to be also approved by the department head before being forwarded to accounting. - To configure, click on Edit Settings next to the approving manager's email address and set the "If Report Total is Over" and "Then Approves to" fields. -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} -![Insert alt text for accessibility here](https://help.expensify.com/assets/images/image-name.png){:width="100%"} +![Screenshot of Workspace Member Settings]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_6.png){:width="100%"} +![Screenshot of Policy Member Editor Configure]({{site.url}}/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_7.png){:width="100%"} ### Setting category approvals @@ -89,7 +89,7 @@ This document explains how to manage employee expense reports and approval workf - To add a category approver in your Workspace: - Navigate to *Settings > Policies > Group > [Workspace Name] > Categories* - Click *"Edit Settings"* next to the category that requires the additional approver - - Select an approver and click *“Save”* + - Select an approver and click *"Save"* #### Tag approver @@ -106,4 +106,4 @@ Category and Tag approvers are inserted at the beginning of the approval workflo ### Workflow enforcement -- If you want to ensure your employees cannot override the workflow you set - enable workflow enforcement by following the steps below. As a Workspace Admin, you can choose to enforce your approval workflow by going. \ No newline at end of file +- If you want to ensure your employees cannot override the workflow you set - enable workflow enforcement. As a Workspace Admin, you can choose to enforce your approval workflow by going to Settings > Workspaces > Group > [Workspace Name] > People > Approval Mode. When enabled (which is the default setting for a new workspace), submitters and approvers must adhere to the set approval workflow (recommended). This setting does not apply to Workspace Admins, who are free to submit outside of this workflow