You can create a new approval type in expense by completing the following steps
Navigate to Settings and select Approval
Select New Approval
Enter an appropriate name and description – this will be tailored to the approval type being created.
Select the number of Approval Stages needed - note that this can range up to 3 and can include different people’s approval for each stage.
Select the Approvers per stage using the magnifying glass – this can either be from a list of approvers or a project with specific approvers assigned to it.
Select Save
The are additional options available within the configuration as follows:
Fallback Approval - Ticking this will automatically assign this expense approval process to any user who’s approval shows blank, ensuring they have an approval set up. However, the fallback approver is only applicable when using a project at any stage of the approval.
Allow Approver to Edit - Ticking this option will allow the specific approver at this stage to make amendments to the expense claim.
Ignore If Value Less Than - This can be used to allow for expense claims to bypass the approval if the amount is that of a specific value. Selecting Claim Value will allow an amount to be input, meaning this will automatically bypass the approver if x amount is less than stated. However, if Expense Type Limit is selected, this will refer to the expense limit set up in the user’s settings.