No longer must you wade through seas of reports clicking "Approve!" Just set up your policy to capture all the requirements you have for your expenses, and let Auto-Approval do the rest!

Here's how it works:

  1. Set up your policy such that all of your expense requirements are defined. Setting automatic categories for employees and category rules (e.g., maximum amounts, receipt requirements, etc.) are great examples! Expenses that violate your policy's settings will not be automatically approved.

  2. Ensure you have a Submit-and-Approve or Advanced Approval workflow turned on.
  3. Employees submit their reports, and we do all the heavy lifting for you! We'll automatically approve any reports we can; the only approvals you'll have to do are for those not meeting policy settings.

As a policy admin, you can verify Auto-Approval is enabled by going to Admin > [select policy] > People and make sure Auto-Approval is enabled.

Still need help?

Our friendly success team is here to help! Send us an email to and we'll get back to you within 24 hours.