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stephanieelliott merged 4 commits into from
May 11, 2026
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[No QA] Update Add-Approvals.md #89845

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kadiealexander May 7, 2026
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kadiealexander May 7, 2026
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23 changes: 22 additions & 1 deletion docs/articles/new-expensify/workspaces/Add-Approvals.md
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@@ -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.
Expand Down Expand Up @@ -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

@github-actions github-actions Bot May 11, 2026

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Structure / heading hierarchy: This heading introduces a concept ("Enable Concierge to auto-approve compliant reports") followed by a description paragraph, but then lines 88 and 95 use peer-level ## headings for the sub-tasks underneath it. Since ### is not allowed per HELP_AUTHORING_GUIDELINES.md Section 4, this creates a flat structure where the relationship between the overview heading and its sub-tasks is unclear.

Consider restructuring so that lines 88-103 are folded into this section as a single set of steps (similar to how "Set the Default Approval Workflow" handles optional sub-steps), or rewrite this heading as a "How to..." heading (e.g., ## How to enable Concierge auto-approval for compliant reports) and merge the steps below into one numbered sequence. This would also satisfy the requirement from Section 6 that the article include at least one "How to..." heading with the feature name.


Concierge can automatically approve reports that don't exceed a specific threshold and don't contain violations.

## Set the auto-approve threshold
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@github-actions github-actions Bot May 11, 2026

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Heading / AI readiness: Per HELP_AUTHORING_GUIDELINES.md Section 6, headings should include the feature name to be searchable and feature-specific. "Set the auto-approve threshold" is generic -- consider something like ## How to set the auto-approve threshold for approvals or fold these steps into the parent section above as a single workflow (see comment on line 84).


1. On the **Workflows** page, click the **Auto-approve compliant reports** toggle.
2. Click **Auto-approve reports with all expenses under**

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Step formatting: This step is missing a period at the end. All other steps in this article end with a period for consistency.

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2. Click **Auto-approve reports with all expenses under**
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

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Heading / AI readiness: Same as the heading on line 88 -- "Set a random audit percentage" lacks the feature name. Consider ## How to set a random audit percentage for approvals to improve searchability, or merge these steps into a single combined workflow section (see comment on line 84).


Even with auto-approvals enabled, you can route a percentage of compliant reports for manual approval.

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1. On the **Workflows** page, click **Random report audit**.
2. Enter your desired percentage amount.

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Style / deterministic writing: "Enter your desired percentage amount" uses subjective language ("your desired"). Per HELPSITE_NAMING_CONVENTIONS.md deterministic writing rules, prefer literal and exact phrasing. Consider: "Enter the percentage of compliant reports to route for manual approval."

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?
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