Updating or Deleting Expense Approval Rules

Overview:

As an admin, you may be required to update or delete expense approval rules depending on changes of internal finance policies. This guide aims to show you how you may update or delete existing expense approval rules, and what you can expect will happen in the system. 

TABLE OF CONTENTS

• Updating Expense Approval Rules
• Deleting Expense Approval Rules

Updating Expense Approval Rules

• Go to Expenses > Settings > Approval Flows
• Click on the approval rule you wish to edit

• The edit approval rule pop-up will appear. You may update the approval rule settings here.
• Please click on the save button once you are done to save the settings.
  
  

Important note: Updates to approval rules only applies to new expenses, wont be applied retrospectively to old expenses.

Deleting Expense Approval Rules

• Go to Expenses > Settings > Approval Flows
• Click on the trash can icon for the approval rule you wish to delete

Important note: 

• Updates to approval rules only applies to new expenses, wont be applied retrospectively to old expenses.
• New expenses will then follow the consecutive rule down the list that applies to the employee. If no specific rule is present, it will follow the default rule of Everyone else at the bottom.

Still Need Help?: 

Reach out to our support team should you need further assistance.