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Update Approval-Workflows.md #30601
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Update Approval-Workflows.md #30601
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@@ -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](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_1.png) | ||||||
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- 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](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_2.png) | ||||||
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- 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](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_3.png) | ||||||
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- 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](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_4.png) | ||||||
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- 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](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_5.png) | ||||||
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- 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](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_6.png) | ||||||
![Screenshot of Policy Member Editor Configure](/docs/assets/images/ManagingEmployeesAndReports_ApprovalWorkflows_7.png) | ||||||
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### Setting category approvals | ||||||
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@@ -106,4 +106,4 @@ Category and Tag approvers are inserted at the beginning of the approval workflo | |||||
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### 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. | ||||||
- 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. |
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