Configure the review process

Card and out-of-pocket expenses can be reviewed on different levels:

• Team review (Essential, Advance & Beyond plans) - Reviews based on team set up
• Tag review (Advance & Beyond plans) - Reviews based on tags
• Company review (Essential, Advance & Beyond plans) - Reviews for the finance team

Enable Sequential reviews in Reviews so the team and tag reviews are always done before the company review.

Good to know:

• Expenses due for review will show in Review
• Expenses can be marked as OK, NOT OK or Needs details
• Admins can override reviews by reviewing expenses in Expenses or Export
• Reviewers can not review their own expenses
• Team and Tag reviewers cannot review their own expenses

Team review 

Allows team leaders to oversee and be in control of their teams spending. 

Set-up team review

1. Navigate to People
2. Go to Teams
3. Click Create team and enter a team name
4. Add members to the team
5. Click Add Reviewer to assign a reviewer to the team
6. Edit the reviewer to set the minimum and maximum thresholds for the reviews

Good to know:

• Team reviewers can also set spending limits and enable/disable cards for the members of the team
• Multiple team reviewers can be added per team
• Team and Tag reviewers can not review their own expenses
• You can also manually add an additional reviewer to an individual expense in the review section of each transaction

Tag review

Assign reviewers to approve expenses and invoices based on tags (for example: department, project, client, location etc).

Set up tag review

1. Go to Settings
2. Navigate to Review
3. Click Based on tags
4. Select the tag group you want to add reviews for
5. Select a reviewer to be assigned to the tag
6. Click assign

Good to know: Tag reviews can not be set up based on thresholds - all reviews with the tag will be assigned for review.

Company review 

Additional review that allows the finance team to authorise expenses and reimbursements across the company. 

Set-up company review

1. Go to Settings
2. Navigate to Review
3. Switch the toggle to enable Company review
4. Set the minimum and maximum thresholds for the reviews
5. Add a company reviewer

Good to know: Only Admins and Bookkeepers can be assigned as company reviewers