From bf5dc7d4837e2c779bd5e9617fb67c5a5e7a42ab Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 24 Sep 2024 17:17:22 -1000 Subject: [PATCH 1/2] Create Add-approvals.md Create new helpdot page for workspace Add approvals feature --- .../new-expensify/workspaces/Add-approvals.md | 73 +++++++++++++++++++ 1 file changed, 73 insertions(+) create mode 100644 docs/articles/new-expensify/workspaces/Add-approvals.md diff --git a/docs/articles/new-expensify/workspaces/Add-approvals.md b/docs/articles/new-expensify/workspaces/Add-approvals.md new file mode 100644 index 000000000000..d66eaca23c37 --- /dev/null +++ b/docs/articles/new-expensify/workspaces/Add-approvals.md @@ -0,0 +1,73 @@ +--- +title: Add approvals +description: Add approvals to your workspace to require additional approval before authorizing payments. +--- +
+ +# Add approvals + +Each Expensify workspace can be configured to require additional approvals before payments are authorized. Once approvals are enabled on a workspace, admins will be able to set a default approval workflow to apply to all members of the workspace, as well as set custom approval workflows for specific members. + +When workspace members submit expenses, the expenses will require approval from each approver in the approval workflow before payment is authorized. + +## Add approvals on a workspace + +**To enable Add approvals on a workspace you are an admin on:** + +1. Click your profile image or icon in the bottom left menu +2. Click *Workspaces* in the left menu +3. Select the workspace where you want to add approvals +4. Click *Workflows* in the left menu +5. Click the toggle next to *Add approvals* + +Toggling on **Add approvals** will reveal an option to set a default approval workflow. + +## Configure approval workflows + +**To configure the default approval workflow for the workspace:** + +1. Click your profile image or icon in the bottom left menu +2. Click **Workspaces** in the left menu +3. Select the workspace where you want to set the approval workflow +4. Click **Workflows** in the left menu +5. Under **Expenses from Everyone**, click on **First approver** +6. Select the workspace member who should be the first approver in the approval workflow +7. Under **Additional approver**, continue selecting workspace members until all the desired approvers are listed +8. Click **Save** + +Note: When Add approvals is enabled, the workspace must have a default approval workflow. + +**To set an approval workflow that applies only to specific workspace members:** + +1. Click your profile image or icon in the bottom left menu +2. Click **Workspaces** in the left menu +3. Select the workspace where you want to add approvals +4. Click **Workflows** in the left menu +5. Under **Add approvals**, click on **Add approval workflow** +6. Choose the workspace member whose expenses should go through the custom approval workfow +7. Click **Next** +8. Choose the workspace member who should be the first approver on submitted expenses in the approval workflow +9. Click **Next** +10. Click **Additional approver** to continue selecting workspace members until all the desired approvers are listed +11. Click **Add workflow** to save it + +## Edit or delete approval workflows + +**To edit an approval workflow:** + +1. On the **Workflows** page, click the approval workflow that should be edited +2. Click on the Approver field for the approval level where the edit should be made +3. Choose the workspace member who should be set as the approver for that level, or deselect them to remove the approval level from the workflow +4. Click **Save** + +**To delete an approval workflow:** + +1. On the **Workflows** page, click the approval workflow that shoudld be deleted +2. Click **Delete** +3. In the window that appears,click **Delete** again + +# FAQ + +## Can an employee have more than one approval workflow? +No, each employee can have only one approval workflow + From 9b49655b6a5e961a9d9e47f575bc768daee021ab Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Tue, 24 Sep 2024 17:27:18 -1000 Subject: [PATCH 2/2] Update Add-approvals.md --- docs/articles/new-expensify/workspaces/Add-approvals.md | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Add-approvals.md b/docs/articles/new-expensify/workspaces/Add-approvals.md index d66eaca23c37..5d8c1f733287 100644 --- a/docs/articles/new-expensify/workspaces/Add-approvals.md +++ b/docs/articles/new-expensify/workspaces/Add-approvals.md @@ -8,17 +8,17 @@ description: Add approvals to your workspace to require additional approval befo Each Expensify workspace can be configured to require additional approvals before payments are authorized. Once approvals are enabled on a workspace, admins will be able to set a default approval workflow to apply to all members of the workspace, as well as set custom approval workflows for specific members. -When workspace members submit expenses, the expenses will require approval from each approver in the approval workflow before payment is authorized. +When workspace members submit expenses, the expenses will require approval from each approver in their approval workflow before payment is authorized. ## Add approvals on a workspace **To enable Add approvals on a workspace you are an admin on:** 1. Click your profile image or icon in the bottom left menu -2. Click *Workspaces* in the left menu +2. Click **Workspaces** in the left menu 3. Select the workspace where you want to add approvals -4. Click *Workflows* in the left menu -5. Click the toggle next to *Add approvals* +4. Click **Workflows** in the left menu +5. Click the toggle next to **Add approvals** Toggling on **Add approvals** will reveal an option to set a default approval workflow.