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How to set an approver for expenses

By default, the contract creator receives all requests for time off, expenses, and work submission. You can, however, assign someone else to receive these requests and approve them as needed.

To assign an Approver:

  1. Open worker details and select the Settings tab

  2. Under the Approvals section, select the user who should receive these requests

Notes

  • When a request is approved, a user with an accountant's role receives a notification.

  • Learn more about user role types here

  • Learn more about the Multi-Level Approval flow here.

Here is how it works 👇

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