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How do I create a shared approval flow?

Learn how to create an approval flow stage with multiple shared approvers.

J
Written by Jack
Updated over a month ago

To set up shared approval flows you must be an ExpenseIn Account Administrator.

If you have the required user permission, follow the steps below:

1. Click the Account Name > Admin.

2. In the Account Setup section, click the Approval Flows subheading.

3. Click New Approval Flow to create a new shared approval flow, or click the Edit icon next to the existing approval flow you need to change.

Note: To edit an existing approval flow, you can also click the three dots icon next to it and select Edit from the drop-down.

4. From the Approvers drop-down in the Approval Flow window, tick the names of the users you want to be the approvers for each approval stage. To make the approval stage shared, select as many approvers as you require.

Note: Expenses requiring approval from a shared approval stage are sent to all the selected approvers sharing the stage, with only one approver having to approve the expenses; these will then either move to the next stage, or if there are no further approval stages, to the Finance area.

5. Click Create or Update to save your shared approval flow.

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