Set up employee approval workflows

You can set up employee approval workflows to ensure your cardholders’ expense reports are reviewed and approved by the appropriate person(s). For example, employee approvals can be set up such that an employee’s expense reports are always reviewed by their manager.

Select the Settings tab in the left side panel. Then, select Set employee approvals from the Employees drop-down.

Use the drop-down to assign an approver to each employee. All users with Expense Management access at your business will be selectable.

All users except the owner are required to have an employee approver.

Once the approver is selected, the changes are automatically saved.

Adding an additional approver will require expense reports to be approved by approver 1 and 2. Approver 2 will only be required to approve an expense report if the report contains an expense over a specific dollar amount.

Select Add approver 2 to add an additional approver.

In the Add approver 2 pop-up, enter an amount. Expense reports exceeding this amount will be directed to approver 2 for their approval in addition to approver 1. If the expense report's total is below the set amount, the report will only require approval only from approver 1.

Select Save to finish.

Once a second approver has been added, the expense approvers table will now have an additional column for approver 2. You can use the drop-down to assign approver 2 to each employee. Use the drop-down to assign approver 2 to each employee.

To edit the dollar amount requiring approver 2, select Edit approver 2.

You can delete approver 2 for all spenders by selecting Delete approver 2. If approver 2 is deleted, reports will only require approval from their assigned approver 1.

Once the approvers are assigned, they can view, edit and approve expense reports submitted by spenders.

If you have any more questions about setting up employee approvals, contact our support team at support@capitalone-fylehq.com.