Approvals & Workflow
Dynamic/Flexible Approval Flows
Create flexible approval workflows, setup hierarchies, select workflow types, and define thresholds for each role/department to process expense reports.
Allows you to set alternate approvers to handle approvals for others during times of vacation or absence. If configured, expense reports will be re-routed to the appropriate alternate approver(s) to accept/reject.
Line Item Rejection
Approvers will also have the ability to reject specific line items in an expense report, if enabled. The rejected line items would be sent back to the submitter for correction, and have the ability to be re-submitted for approval. The approved line items would continue through the approval process.
Approvers can edit/update the amount, taxes, payment method, and forward expense reports to another approver, if allowed by the company.
Notifications & Alerts
Get email notifications and alerts for approver requests, status, and transaction exceptions. Approvers will get an alert when a report is submitted, and users will be notified when a report is approved/rejected.