Approve travel expenses
Travel expenses follow the same approval workflow as other expenses. Admins can configure travel expenses to be approved as soft approval, hard approval or passive approval. The approval method for in-policy and out-of-policy bookings can be managed under the Policies section in the Program menu for Expensify Travel.
- Soft Approval: Bookings are automatically approved as long as a manager does not decline them within 24 hours. However, this also means that if a manager does not decline the expenses, the arrangements will be booked even if they are out of policy. If a booking is declined, it is refunded based on the voiding/refund terms of the service provider.
- Hard Approval: Bookings are automatically canceled/voided and refunded if a manager does not approve them within 24 hours.
- Passive Approval: Managers are informed of out-of-policy travel, but there is no action to be taken.
Set approval method
- Click the Travel tab.
- Click Book or manage travel.
- Click the Program tab at the top and select Policies.
- Under General, select approval methods for Flights, Hotels, Cars and Rail.
Travel expenses follow the same approval workflow as other expenses. Admins can configure travel expenses to be approved as soft approval, hard approval or passive approval. The approval method for in-policy and out-of-policy bookings can be managed under the Policies section in the Program menu for Expensify Travel.
- Soft Approval: Bookings are automatically approved as long as a manager does not decline them within 24 hours. However, this also means that if a manager does not decline the expenses, the arrangements will be booked even if they are out of policy. If a booking is declined, it is refunded based on the voiding/refund terms of the service provider.
- Hard Approval: Bookings are automatically canceled/voided and refunded if a manager does not approve them within 24 hours.
- Passive Approval: Managers are informed of out-of-policy travel, but there is no action to be taken.
Set approval method
- Click the + icon in the bottom left menu and select Book travel.
- Click Book or manage travel.
- Click the Program tab at the top and select Policies.
- Under General, select approval methods for Flights, Hotels, Cars and Rail.
