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
• Company review (Essential, Advance & Beyond plans) - Reviews for the finance team

Enable Sequential reviews in Reviews so the team 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 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

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