Adding Expense Approval Flows

Last Updated: June 13, 2024

Overview:

You can also set the approval flows for expense claims in Omni. This allows you to set the criteria accordingly so that an employee's approval flow will depend on which criteria he falls under. 

Creating the Approval Rule:

• Go to Expenses > Settings > Approval Flows > Add Approval Rule
  
  

• In the pop-up that appears, you first have to select the Approval Scope. 
  • Specific groups - This allows you to set specific companies, expense categories, locations, departments and/or positions as criteria. You can set more than 1 criteria under 1 approval flow e.g. Sales as the department and Business Development Manager as the position.
    
    

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  • Specific employees - This allows you to set specific employees as criteria. This is usually used for executive positions, who have specialized approval flows.
    
    

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  • Expense category: Does this rule apply to only specific expense categories? - This is for you to indicate if the approval rule will only apply to specific categories. This is best used for expenses such as travel and airfare which usually have their own approval rules.
    
    

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  • Expense amount: Does this rule apply to only expenses meeting a specific amount?  - This is for you to indicate if the approval rule will only apply to specific amounts. This is best used for expenses where if it goes above a certain amount, a specific approval rule has to be followed.

• Select the criteria and the approvers. If there are multiple approvers, there will be an approval sequence which will flow from top to bottom. The first approver is on the top, and the last approver is at the bottom. Click Save once done.
  
  

Arranging the Approval Rules:

• If you have more than one approval rule, and multiple rules apply to the same employee, the higher ranking one will apply.
  • To arrange the approval rules, click and hold the dots at the left side of the approval rule box, and the drag the box accordingly.
    
    

• In the event that the employee is not part of any of the approval rules, his approval rule will be the default "Everyone else" rule, where the approver is the manager only.
  
  

Related Article(s):

• Adding Expense Categories

Still Need Help?: 

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