One frequent question we answer at Expensify HQ is: “Can you help me understand best practices for setting up my company’s approval workflow?” Why yes! We recommend following a simple rule: No one person should submit to themselves – yes even accounting! – and even if your company only has one person responsible for processing reports, it’s always great to have one person focus on correctness and another focus on export to accounting or payroll. Yes it’s that simple!
But let’s put this rule into practice and explain by example. Suppose your company has a three person approval workflow, with several employees that submit to a manager who checks for correctness (and makes sure expenses fall within budget), before final approval by accounting. In this example everyone in the company submits expenses, including accounting. The best practices approval workflow would look like:
And there you have it! To review: every employee in the company submits to someone other than themselves! If you have any questions, please email us at firstname.lastname@example.org and we’re happy to help.