Introduction
If you have an approval process based on departments in your organization, you can assign department approvers and set policies so that the expenses go through the same approval process.
In order to set department-wise approvals, there are two steps required to get the process running. Firstly, add department approvers to the departments. Secondly, set a policy for the approvals.
Adding department approvers
Navigate to your Admins Settings > Organization > Departments.
Click on the department you want to add an approver for. In the pop-up box that appears, scroll down and add the email ID under Department Approver.
Click on Update Department to save the changes.
Set department approval policy
Navigate to Admin Settings > Expenses > Policies.
Click on the New Policy button to set up a new policy.
Scroll down to the Set the policy conditions section and click on Add Condition.
Select Departments from the drop-down menu.
Select the names of the departments you want to set the approvers for.
Scroll down to the Define what happens when the policy is triggered section and click on Add Action. Select Assign Additional Approver.
Select Add Department Approver.
Once these details are filled in, you can add any other conditions/actions/properties to the policy as per your preference.
Lastly, scroll to the bottom of the screen, add a policy description, and click on Save. The policy will be saved and running for the expenses in your organization.