{"id":27869,"date":"2023-12-27T12:59:23","date_gmt":"2023-12-27T12:59:23","guid":{"rendered":"https:\/\/www.itilite.com\/?post_type=docs&amp;p=27869"},"modified":"2023-12-27T12:59:23","modified_gmt":"2023-12-27T12:59:23","password":"","slug":"organization-expense-%e2%86%92-approval","status":"publish","type":"docs","link":"https:\/\/www.itilite.com\/in\/help-center\/organization-expense-%e2%86%92-approval\/","title":{"rendered":"Organization \u2013 Expense \u2192 Approval"},"content":{"rendered":"\n<ul>\n<li>Go to Settings -&gt; Expense -&gt; approval flow<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/SC39-1-300x137-1.png\" alt=\"\" class=\"wp-image-27873\" style=\"width:840px;height:auto\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul>\n<li>To create a new approval rule, click on \u201cCreate New Rule\u201d and Enter rule title<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/SC40-1-300x136-1.png\" alt=\"\" class=\"wp-image-27874\" style=\"width:840px;height:auto\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul>\n<li><strong>Rule Title:<\/strong>&nbsp;&nbsp;Give a unique reference title. This is only visible to the admin, users don\u2019t get to see the approval rule title.<\/li>\n\n\n\n<li><strong>Define policy level<\/strong>Rules can be created at different levels:a.<strong>&nbsp;Across all employees:<\/strong>&nbsp;The Employee Group toggle is turned on by default, indicating that the rules are applicable to all employees.b.&nbsp;<strong>Limited to specific Business Units, Entities or Departments:<\/strong>&nbsp;&nbsp;Employee Group: Turn off toggle so the rule is no longer applicable to all employees (no action needed, move to Step 3).<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/Untitled-5-300x84-1.png\" alt=\"\" class=\"wp-image-27887\" style=\"width:840px;height:auto\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul>\n<li>Add Employee Parameter: Select the Department\/Entity\/Business Unit for which the rule applies, and click on \u2018Add More\u2019 to specify the specific unit\/entity within the department. Example: If the policy is meant for only the Sales department, select Department, and Sales (under Add More).<\/li>\n\n\n\n<li>Note: Employee parameters are displayed only once the users are mapped to each department during user creation.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/Untitled-6-300x118-1.png\" alt=\"\" class=\"wp-image-27890\" style=\"width:840px;height:auto\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<ul>\n<li><strong>Rule Type:<\/strong>\u00a0Refers to pre-defined configurations available within the platform\n<ul>\n<li><strong>Default:<\/strong>&nbsp;If selected, this rule will be applicable for all expenses reports<\/li>\n\n\n\n<li><strong>Outside Policy:<\/strong>&nbsp;This rule applies only when an \u201cOutside policy\u201d expense is submitted by the user. (Want to know how to configure \u201cOutside policy\u201d rule?&nbsp;<a href=\"https:\/\/www.notion.so\/d5462d0fbed0422c97508cb0681d7e9a\">Click here<\/a>)<\/li>\n\n\n\n<li><strong>Total Report:<\/strong>\u00a0This rule is applicable to the total value of the report.\n<ul>\n<li>Example: You can add additional approvals if the report submitted by the user is above X dollars<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Set Amount based rule (Optional):<\/strong>&nbsp;Specify the minimum and the maximum amount for which an approval flow is triggered.Example: If approval is required for all expense reports exceeding 1,000 USD, select Min Amount: 1,000 and Max Amount: 999999 (default value)<\/li>\n\n\n\n<li><strong>Approval sequence:<\/strong>\u00a0Select the approver to whom this report will be sent for approval if the above checkpoints are met.<br>You can choose to select one of the approvers added against the users or select any of the active users as approval for a specific rule.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img decoding=\"async\" src=\"https:\/\/www.itilite.com\/wp-content\/uploads\/2023\/12\/Screenshot-2023-05-25-at-10.27.43-AM.png\" alt=\"\" class=\"wp-image-27892\" style=\"width:840px;height:auto\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>TIP: To configure two approvers for the same rule, you will need to create two rules and set priority on the approval flows page.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>TIP: To configure two approvers for the same rule, you will need to create two rules and set priority on the approval flows page.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"doc_category":[171],"doc_tag":[],"acf":[],"year_month":"2025-04","word_count":371,"total_views":"428","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"itilite","author_nicename":"in","author_url":"https:\/\/www.itilite.com\/in\/author\/in\/"},"doc_category_info":[{"term_name":"Expense admin","term_url":"https:\/\/www.itilite.com\/in\/help-center\/category\/expense-admin\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.0 (Yoast SEO v24.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Organization \u2013 Expense \u2192 Approval<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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