Configuring Multiple Levels of Approval Follow

While a catch-all, default approver may be selected, Tallie also gives the option to set up multiple levels of approval. This article will show you the precise flow of approvals and how to configure Multiple Levels of Approvals. 

Approval Flow

The core of the approval flow consists of the User, Project, and Enterprise.

• The admin may choose to assign a manager to each User and/or Project. The admin may also choose to assign additional approvers alongside the manager for the User and Project level.
• The Global Approver level is used primarily for two reasons:
  • You prefer not to assign individual approvers to projects and employees.
  • You prefer to have an extra tier at the end of the approval process. 

• Above is the general hierarchy for expense approvals. When someone submits a report, it will go to the User’s Manager first. If the setting is blank, or once this manager has approved, it will move to the next levels along this flow.
• Please Note: If none of these levels of approval are utilized, the Default Approver will be responsible for the approval of all expense reports. 

Default Approver

The default approver is applied when there are no other approvers set on any of the three levels of approvals.

To set up your default approver

• Click the cog wheel to access Settings.
• Select Company Preferences.
• Click on Global Approvers.
• Select your Default Approver from the drop-down menu.
  • Please Note: The approver must have the Approve Expenses box checked under their Permissions tab before they are listed in this drop-down.
  • Please Note: If there is an approver on any level, the default approver setting will be ignored. 

User Approvers

The first level of approvers is the list of managers assigned to individual employees. To access the People list:

• Click the Manage Lists tab in the navigation bar.
• Click People.
• To edit an individual’s settings, click on his or her name.
• Click on the tab labeled Approvers.
• Click on the drop-down menu to select a Manager for the User level. 

• • Please Note: The manager must have the Approve Expenses box checked under their Permissions tab before they are listed here.  

To add User Additional Expense Approver(s):

• Click on Add Expense Approver.
• Select additional names from the drop-down.

Depending on which option you select (Any approver vs. All approvers), the requirement for their approvals will change accordingly.

• With Any approver can approve expenses, all those listed will see it, but only one person will be required to approve the report before it moves to the next stage. 

• With All approvers must approve expenses, all approvers listed must approve before the report moves to the next stage. 

• • Please Note: If you have checked the box labeled Only use expense approvers on this page, the system will skip all other levels of approvers (i.e. project approvers and global approvers).

Project Approvers

The second level of approvers is the list of managers assigned to individual projects. To access the Projects list:

• Click the Manage Lists tab in the navigation bar.
• Click Projects.
• Click on a project name to edit an individual project.
• Click on the tab labeled Approvers.
• Click the drop-down menu to select a Manager for the Project level.
  • Please Note: The manager must have the Approve Expenses box checked under their Permissions tab before they are listed here. 

To add Project Additional Expense Approver(s) click on Add Expense Approver.

• Depending on which option you select (Any approver vs. All approvers); the requirement for their approvals will change accordingly.
• With Any approver can approve expenses, all those listed will see it, but only one person will be required to approve the report before it moves to the next stage. 

• With All approvers must approve expenses. All approvers listed must approve before the report moves to the next stage. 

• • Please Note: If you have toggled YES for Only use expense approvers on this page, the system will skip all other levels of approvers (i.e. user approvers and global approvers).

Global Approvers

The final level of approvers is the list of Global Approvers. To access the list of Global Approvers:

• Click the Company Preferences tab in the navigation bar.
• Click Global Approvers. 

To select a Global Approvers

• Click Add Expense Approver and select the approver using the drop-down menu.
• Please Note: The global approver must have the Approve Expenses box checked under his or her Permissions tab. 

• Depending on which option you select (Any approver vs. All approvers), the requirement for their approvals will change accordingly. You can refer to the setup referenced under the User and Project levels.