Users can be set up so that either they self-approve their own expense forms or by someone else. If being approved by someone else, you can set up a single stage approval process or a 2 stage process, whereby the first person partially approves, and then the second approver performs the final approval.
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​ Self Approval Expense Forms
To configure expense form approvers, go to the Employee page, locate the employee and click on the edit icon on the right hand side. Ensure that the "Expenses self-approval" permission is ticked. Additionally, the employee must not have any expense approvers assigned to them, otherwise self approval is disabled. To check this, click on the Approvers tab, and then change Approval Type to Expenses. Ensure that there are no approvers ticked.
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​ Single Stage Approval
Single stage approval allows one or more approvers to be assigned to the employee. When the employee submits their expense form, they can choose from the list of assigned approvers. Once the approver approves their expense form, its status changes to Approved. To set this up, do the following:
1. Go to the Employees page
2. Locate the employee and click on the edit icon on the right hand side.
3. Now click on the Approvers tab
4. Change Approval Type to Expenses.
5. Set Approval Mode to Single Stage Approval
6. Tick as many approvers as you want.
7. Click Update to save your changes
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​ Two Stage Approval
Two stage approval allows the expense form to be approved successively by two approvers. When the first approver approves the expense form, its status changes to Partially Approved. Only once the second approver approves the expense form does its status change to Approved, and the approval date is then set. If either approver rejects the expense form, it gets sent back to the employee for resubmission. When the employee resubmits the expense form, it is sent back to the approver who rejected it. To configure two stage approval, do the following:
1. Go to the Employees page
2. Locate the employee and click on the edit icon on the right hand side.
3. Now click on the Approvers tab
4. Change Approval Type to Expenses.
5. Set Approval Mode to Multiple Stage Approval
6. Select the first approver and second approver using the drop down lists.
7. Click Update to save your changes.
7. Click Update to save your changes