From 9fdb8867256cfed1540caa432ea5d9d742d63afc Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 7 May 2026 12:29:06 +1200 Subject: [PATCH 1/4] Update Add-Approvals.md --- .../new-expensify/workspaces/Add-Approvals.md | 23 ++++++++++++++++++- 1 file changed, 22 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Add-Approvals.md b/docs/articles/new-expensify/workspaces/Add-Approvals.md index 4189b91e9adb..601bce8a894e 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 repor.t 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? From 46479b1fcf8b3fda102accc3276f9c5e5967b3d3 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 7 May 2026 12:32:23 +1200 Subject: [PATCH 2/4] Update docs/articles/new-expensify/workspaces/Add-Approvals.md Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com> --- docs/articles/new-expensify/workspaces/Add-Approvals.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Add-Approvals.md b/docs/articles/new-expensify/workspaces/Add-Approvals.md index 601bce8a894e..793f108845f9 100644 --- a/docs/articles/new-expensify/workspaces/Add-Approvals.md +++ b/docs/articles/new-expensify/workspaces/Add-Approvals.md @@ -81,7 +81,7 @@ You can update or remove approval workflows at any time as your team or process --- -# Enable Concierge to auto-approve compliant reports +## Enable Concierge to auto-approve compliant reports Concierge can automatically approve reports that don't exceed a specific threshold and don't contain violations. From 1a5b56af636d822be5b84dd3fda89d63b958652e Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 7 May 2026 12:33:17 +1200 Subject: [PATCH 3/4] Update Add-Approvals.md --- docs/articles/new-expensify/workspaces/Add-Approvals.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Add-Approvals.md b/docs/articles/new-expensify/workspaces/Add-Approvals.md index 793f108845f9..846d91cdcda3 100644 --- a/docs/articles/new-expensify/workspaces/Add-Approvals.md +++ b/docs/articles/new-expensify/workspaces/Add-Approvals.md @@ -96,7 +96,7 @@ Concierge can automatically approve reports that don't exceed a specific thresho Even with auto-approvals enabled, you can route a percentage of compliant reports for manual approval. -1. On the **Workflows** page, click **Random repor.t audit**. +1. On the **Workflows** page, click **Random report audit**. 2. Enter your desired percentage amount 3. Click **Save**. From de106ad4857d915d825bedf5e2d48923393a65b7 Mon Sep 17 00:00:00 2001 From: kadiealexander <59587260+kadiealexander@users.noreply.github.com> Date: Thu, 7 May 2026 12:38:25 +1200 Subject: [PATCH 4/4] Update Add-Approvals.md --- docs/articles/new-expensify/workspaces/Add-Approvals.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/workspaces/Add-Approvals.md b/docs/articles/new-expensify/workspaces/Add-Approvals.md index 846d91cdcda3..8d1db43bc188 100644 --- a/docs/articles/new-expensify/workspaces/Add-Approvals.md +++ b/docs/articles/new-expensify/workspaces/Add-Approvals.md @@ -97,7 +97,7 @@ Concierge can automatically approve reports that don't exceed a specific thresho 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 +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.