Set up and manage expense approvals

These are created and maintained via Settings, Approval.

Routes can have up to three approval stages to allow multiple approvers of varying seniority.

Once an approver has been assigned to the route, they can approve claims for users falling within it - at the appropriate stage.

It is possible to export the approval routes to a csv file, which makes it simpler to review them.

Approvers can be associated with more than one stage within a route, and multiple routes if required.

There is also an option to allow a user to approve on behalf of others- whether they are associated with a route or not. This gives them access to all approval routes and stages associated with the approver(s)

An approval route is assigned to an expense user from within their user record (**Settings**, **Users**).

A user can only be linked to one approval route.

if a user is not assigned to an approval route then their claims will bypass the process and appear as approved as soon as submitted, unless one of the existing routes is set as Fallback.