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.

Dynamic/Flexible Approval Flows
Dynamic/Flexible Approval Flows

eSignatures for Expense Report Approvals

eSignature integration users to approve expense reports through multiple signing methods – Touchpad, Static Signature and Dynamic Signature. Static and Dynamic Signature -based approvals come with strong authentication protocols allowing you to securely sign online from any device, anytime.

Alternate/Proxy Approvers

Alternate/Proxy Approvers

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.

Approval Options

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.

Notifications & Alerts