Use cases for approval limits
You can control how much an approver can sign off and set reasonable limits for expense claims:
The limit defines the maximum value of an expense claim that person is allowed to approve.
If an employee submits a claim above that amount, the system will show an error and the claim cannot be submitted for approval to that approver.
Example:
Approver limit: Ā£100
Employee submits a claim: Ā£150
The system will block the submission because it exceeds the approverās limit.
This helps organisations:
Keep spending within authorised levels.
Ensure larger claims are reviewed by someone with a higher approval limit.
Prevent approvers from signing off claims above their authority.
Set approval limits for expense claims for approvers
To set approval limits for expense claims for approvers, follow the below steps:
Find the employee using the organisation search then click Payroll tab.
Click Expenses then click on Edit.
Enter the needed value in Claim Approval Limit box then click Save.