If you set up expenses to be automatically approved in the system is basically a way to skip the approval workflow when it isnât necessary for that employee or role.
Use cases
This is useful when:
The role doesnât require managerial signâoff for expenses.
You want to avoid delays in processing claims.
You want to reduce admin work for managers who would otherwise need to review and approve each submission.
In practice, this means:
The employee submits the expense and itâs approved automatically.
No manager or approver receives a notification to review it.
The claim doesnât sit waiting for approval before it can be processed.
Set an employee's expenses to be automatically approved
To set an employee's expenses to be automatically approved, you will need to navigate to the employee's post and change the approver for expenses to be auto approve.
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Once the expense approver has been set to Auto Approve on the post, follow the below steps:
Navigate to employee's profile by using the organisation search
.Use the Payroll drop-down and select Expenses.
Click Edit.
A pop-up window will appear.
Use the Expense Approval drop-down and select No.
Click Save.
The employee can now submit an expense and have this automatically approved.