Approvals and automation
These articles teach you how to use Workflows to automate your company's payment approvals, categorization and general document handling.
9 articles
How to approve or decline a documentLearn how you and your coworkers can approve or decline expenses.
How to appoint a default approverIf no approval workflow is activated, here's how to set one coworker as the default approver for all documents.
Appointing temporary approvers with Away ModeWhen you or a coworker is out on vacation or leave, here's how we let you easily designate an approver to cover for them.
How to use fallback workflowsFallback workflows are only activated by documents that don't meet the criteria of other workflows. Read more here.
How to create a workflow from an existing documentThis time-saving feature enables you to easily create workflows to perform the same actions on future, similar documents.
How to edit an already activated workflowA workflow that has been activated on one or more documents can't be edited just like that. This article explains how to get around this.
Advanced setting: Require all approvals when manual appointingIf this option is enabled, all manually designated approvers must approve a document before its approval is complete.
Advanced settings: Live workflowsIf this setting is enabled, workflows will be triggered simply by changing a document's details to match the workflow's criteria.
Advanced setting: 1-click approvalIf this option is enabled, no secondary confirmation will be required to approve expenses.