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Edit an approval flow

Add, edit or delete an approval flow stage.

Written by Jack
Updated over a week ago

Change an existing Approval Flow

1. Navigate to Admin and click Approval Flows

2. Click Edit next to the Approval Flow you wish to edit:

  • Select a new approver by selecting a new name from the list. Deselecting any current approvers by clicking their name.

  • You can select multiple approvers from the drop down list by selecting their names. 

Add an Approval Flow stage

1. Click +Add Stage

2. Select the Approvers Name(s) from the drop down.

3. Select the Condition that they approve under from: Always, Amount Exceeds, Amount Under, Outside Policy, Reimbursable, Reconcilable and Billable.

4. Enter an amount if you selected the conditions Amount Exceeds or Amount Under.

5. Select Yes if you would like your approvers to be able to Edit from the Approval area. 

6. Click Update. All expenses or invoices under this approval flow, submitted from this point, will follow your changes. 

Remove an Approval Stage

1. Click Edit next to the Approval Flow.

2. Click the red X next to the stage you wish to delete.

3. Click Update

Please note: when deleting the final stage of an approval flow, any expenses or invoices that are awaiting approval at that stage will automatically be rejected and sent back to the user to resubmit.

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