diff --git a/docs/articles/new-expensify/workspaces/Add-Approvals.md b/docs/articles/new-expensify/workspaces/Add-Approvals.md index 4189b91e9adb..8d1db43bc188 100644 --- a/docs/articles/new-expensify/workspaces/Add-Approvals.md +++ b/docs/articles/new-expensify/workspaces/Add-Approvals.md @@ -1,7 +1,7 @@ --- title: Add Approvals description: Require report approvals in your Expensify workspace, including setting approval thresholds and over-limit approvers. -keywords: [New Expensify, approvals, report approvals, approving reports, approval workflow, workspace workflows, approver, final approver, approval chain, approval threshold, approval limit, over-limit approval, report amount limit, dollar limit approver, reassign approver, automatic approver reassignment, change approver workflow] +keywords: [New Expensify, approvals, report approvals, approving reports, approval workflow, workspace workflows, approver, final approver, approval chain, approval threshold, approval limit, over-limit approval, report amount limit, dollar limit approver, reassign approver, automatic approver reassignment, change approver workflow, automatic approval, approval audit] --- Each Expensify workspace can be configured to require additional approvals for reports before payments are authorized. When approvals are enabled, admins can set a default approval workflow for all members or create custom workflows for individual members. @@ -81,6 +81,27 @@ You can update or remove approval workflows at any time as your team or process --- +## Enable Concierge to auto-approve compliant reports + +Concierge can automatically approve reports that don't exceed a specific threshold and don't contain violations. + +## Set the auto-approve threshold + +1. On the **Workflows** page, click the **Auto-approve compliant reports** toggle. +2. Click **Auto-approve reports with all expenses under** +3. Enter the maximum amount a report can have before requiring manual approval. +4. Click **Save**. + +## Set a random audit percentage + +Even with auto-approvals enabled, you can route a percentage of compliant reports for manual approval. + +1. On the **Workflows** page, click **Random report audit**. +2. Enter your desired percentage amount. +3. Click **Save**. + +**Note:** Custom auto-approval settings are only available on the Control plan. Collect plans will have a $100 auto-approval threshold and 0% random audit percentage. + # FAQ ## Can an employee have more than one approval workflow applied to them?