Only the account owner can create or edit an Approval Flow. 

Step 1: Click on Team Settings on the bottom of the left hand sidebar menu of the Team Dashboard.

Step 2: Select Approval Flow

Step 3: Select "Add Step" and add the roles you need. The Approval Flow defines what happens after a report has been submitted.  Account owners can adjust the approval flow to meet their teams needs.  You can add or remove approvers, set up multi-level approvals, add a payer, or send someone a copy.  

Here are the following roles you can assign (scroll down for :  

Team Lead Needs to Approve (default): The team member’s direct manager will approve the submitted report.  If there are multiple approvers, we recommend you keep this as the first step / first approver.

Needs to Approve: Assign a person who needs to approve submitted reports.

Needs to Mark as Paid: Assign the person who needs to mark reports that have been paid.

Receives a copy: Assign a person who will be forwarded a copy of all reports at the selected step.

You can add any combination of these steps to your approval flow; however, there must be at least one step in the approval flow at all times.

Step 4: To add a step to your approval flow, click Add Step and select a role (e.g. “Needs to Approve”).  Only managers and admins can be added to the approval flow.

Step 5: When you add a step to your Approval Flow, it automatically gets saved.  The next report that is submitted by an employee will follow the latest approval flow.

Have a question? Please email us at support@everlance.com and we'll be glad to help!