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What is Concierge report approval?

You no longer need to wade through seas of reports clicking "Approve!" Just set up your company policy to capture all the requirements you have for your team's expenses. As long as all the rules have been followed and Concierge's additional audit is passed (more below), we will automatically approve such reports on behalf of the approver after submission.

Prerequisites

  • You'll need to be an admin on a company policy

How to set this up

  1. Set up your policy such that all of your expense requirements are defined. Setting automatic categories for employees and category rules (e.g., maximum amounts, receipt requirements, etc.) are great examples! Expenses that violate your policy's settings will not be automatically approved by Concierge. More on such report violations can be found here.
  2. Concierge also audits beyond your policy settings and will bring to your attention (in the form of yellow "notes") other details you may need to check over. For example, if we notice that a detail that was originally SmartScanned was amended by the expense submitter (such as the amount being higher than what was originally SmartScanned), we will make sure to add a note to the expense. Concierge just won't feel comfortable approving this report without your eyes! You can read more about such notes here.
  3. Ensure you have a Submit-and-Approve or Advanced Approval workflow turned on.
  4. Employees submit their reports, and we do all the heavy lifting for you! We'll automatically approve any reports we can; the only approvals you'll have to do are for those not meeting the policy settings' rules or that do not pass Concierge's audit.

Upon initial setup, Concierge will ask you this question in the Inbox, where you can select None, Some or All:

  • None: No review and approval process will be required.
  • Some: Only require explicit approval for expenses that fail auditing. Concierge will automatically move your report through each step of your designated approval workflow, as long as the report meets all of the requirements you specify in your policy's settings. Don't want that room service receipt to be automatically approved? No problem--just specify that in your policy's settings, and Concierge will set that expense aside for manual review. Everything else that meets your policy's requirements will be approved by Concierge and placed in the administrator's Inbox for reimbursement.
  • All: Every expense must be manually reviewed and approved, even if they pass both audits.

You can also check in the People section of the policy editor to make changes or see if this is enabled. To go to this section of the policy editor, go to Settings > Policies > [Policy Name] > People:

No: Only require explicit approval for expenses that fail auditing. Concierge will automatically move your report through each step of your designated approval workflow, as long as the report meets all of the requirements you specify in your policy's settings. Don't want that room service receipt to be automatically approved? No problem--just specify that in your policy's settings, and Concierge will set that expense aside for manual review. Everything else that meets your policy's requirements will be approved by Concierge and placed in the administrator's Inboxfor reimbursement.

Yes: Every expense must be manually reviewed and approved, even if they pass both audits.

For a live overview of the Policy Admin role, policy management and administration, register for our free Collect Webinar!

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