Weel’s Expense policy allows you to automate the approval process based on a series of rules. As an Admin (or a user with the ‘Expense policy’ permissions), you can view the rules that determine when and who should approve a budget top-up request.
When a user requests a budget top-up, bill payment or reimbursement, the approval process begins, and the approval is sent to the approver(s) outlined in the workflow. To learn more about editing a default approval rule read 'How do I customise approval rules'
Cards does not have an approval rule in place by default, so you will need to create one. To learn more read 'How to create a card approval workflow'
How does Weel’s Expense policy differ from Custom workflows?
Weel's expense policy feature differs from Custom workflows in two ways:
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All approval rules are grouped by payment/request type
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We have replaced the idea of a budget approver with budget owners that can then be inserted into an approval process created in expense policies
Important information
- It’s important to note that the more specific a rule is (i.e., the more filters it has), the higher its priority should be. We recommend that more general rules be positioned further down the list.
- Bill payment, reimbursement and top-up request approval rules will have a 'Fallback rule' by default. All of these approval types must always require some level of approval.
- For card expense approval types, the default is that no approval is required.
To learn more, read our 'Getting started with our Approval Policy builder' Guide