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 in this collection
Written by Mads and Maha AlHussein

Documents and payments approval

How to approve or decline a document

Learn how you and your coworkers can approve or decline expenses.

Written by Maha AlHussein
Updated over a week ago

How to appoint a default approver

If no approval workflow is activated, here's how to set one coworker as the default approver for all documents.

Written by Maha AlHussein
Updated over a week ago

Appointing temporary approvers with Away Mode

When you or a coworker is out on vacation or leave, here's how we let you easily designate an approver to cover for them.

Written by Mads
Updated over a week ago

Automating with Workflows

How to use fallback workflows

Fallback workflows are only activated by documents that don't meet the criteria of other workflows. Read more here.

Written by Mads
Updated over a week ago

How to create a workflow from an existing document

This time-saving feature enables you to easily create workflows to perform the same actions on future, similar documents.

Written by Mads
Updated over a week ago

How to edit an already activated workflow

A 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.

Written by Mads
Updated over a week ago

Advanced settings

Advanced setting: Require all approvals when manual appointing

If this option is enabled, all manually designated approvers must approve a document before its approval is complete.

Written by Maha AlHussein
Updated over a week ago

Advanced settings: Live workflows

If this setting is enabled, workflows will be triggered simply by changing a document's details to match the workflow's criteria.

Written by Mads
Updated over a week ago

Advanced setting: 1-click approval

If this option is enabled, no secondary confirmation will be required to approve expenses.

Written by Maha AlHussein
Updated over a week ago