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Change an existing approval route applied to a user

You can change an existing approval route as follows. First, identify the approval route currently assigned to the user.

  1. Click Settings, then click Users.

  2. Use the filter on the right to find and click the user.

  3. Click Actions, then click Edit.

  4. Check the approval route under Settings, then Approval.

  5. Note the name of this approval route.

Once you have the approval route name, find it in the approval list to reconfigure it.

  1. Click Settings, then click Approval.

  2. Find and click the relevant approval route.

  3. Click Actions, then click Edit.

  4. Update the title of the approval group if it was named after a previous employee.

  5. Update the Stage name and Approver in the relevant stages.

  6. Click Save. This applies the updated configuration to all members already assigned to this approval route.

📌 Note: An expense type level approval route overrides a user level one.

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