Expensify allows Workspace Admins to create workflows and automations that determine how expense reports are approved for the workspace. You can choose from three different workflows that either:

• Allow all submitted expenses to be automatically approved (if they don’t have any violations).
• Assign one approver for all reports under the workspace.
• Set up multi-level approvals for more complex workflows.

Set approval workflow

1. Hover over Settings, then click Workspaces.
2. Click the desired workspace name.
3. Click the Members tab on the left.
4. Scroll down to the Approval Mode section.
5. Select an approval mode.
   • Submit and Close: No approval is required. Once a report is submitted, it will be automatically approved and closed. This option may be useful if your expense approvals occur in another system or if the submitter and approver are the same person.
   • Submit and Approve: All reports go to one person that you assign as the approver. Once a report is submitted, it is sent to the approver. This is the default option.
   • Advanced Approval: Allows for more complex workflows, like assigning different approvers for different employees or requiring secondary approvals for expenses that exceed a set limit.

To add to your approval workflow, you can also set up approval rules for specific categories and tags.