Enable the Locked Approval Workflow

With Locked Approval Workflow, administrators assign the workflow path for each user. The workflow path includes all required approvers and an accountant for each submitted expense report. 

This article will show you how to enable the Locked Approval Workflow, and assign approvers.

1. On your account homepage, click the gear icon and then select View and Edit Policy.

   

2. Under the Approval Workflow Method area, use the drop-down menu to select Locked Approval Workflow. Click Save.

   

Assigning Approvers

In a locked approval workflow, two required roles must be assigned to each user. Every user must have at least a First Level Approver, and an Accountant assigned to them via the Manage Users page. 

1. On the System Configuration page, click Manage Users.

   

2. Click the three-dot icon next to a user profile, and select Edit User.

   

3. Under Approvals, assign the appropriate approver and accountant for this user.

   

For more information on how to bulk update Approvers, click here.