Workspace Workflows
Workflows help you automate how expenses are submitted, approved, and reimbursed in your workspace. Whether you’re tracking personal expenses or managing a team, you can adjust workflows to match your use case.
Note: Workflows are available on Collect and Control workspaces. Only Workspace Admins can enable and configure them.
Enable Workflows
To get started, enable the Workflows feature for your workspace.
- In the left-hand navigation bar (LHB), click Workspaces.
- Click your workspace name.
- Click More Features.
- Under the Spend section, toggle on Workflows.
Configure Workflow Settings
Once enabled, go to the Workflows tab in the left menu to customize your submission and approval logic.
- Click Workflows.
- Use the toggles to enable the workflows you want to use.
Add Approvals
- Requires each expense to be reviewed and approved before payment.
- You can assign an approver per workspace member.
- The default approver is the Workspace Owner, but any Workspace Admin can be selected.
Delay Submissions
- Controls when expenses are automatically submitted.
- Choose how frequently expenses are submitted (e.g., daily, weekly).
- If turned off, all reimbursable and non-reimbursable expenses are submitted instantly.
Set Up a Payment Account
To reimburse employees or pay invoices directly from Expensify, connect your business bank account.
- Go to Workflows.
- Toggle on Payments.
- Click Connect Bank Account and follow the bank connection guide.
- Choose an authorized expense payer—a Workspace Admin who has access to the bank account and will be the default reimburser.
FAQ
If I Have Both Delayed Submission and an Approver Enabled, What Happens?
When both Add Approvals and Delay Submission are enabled, expense reports follow this flow: Open → Processing → Approved
If Delayed Submission is turned off:
- Reports are submitted immediately and follow this flow: Processing → Approved