The default approval workflow is configurable from the company settings page (admins only). We'll explain the different options in more detail below.
Fast approvals
One click approvals (or fast approvals) enable the capability for approvers to immediately approve bookings straight from the overview page. Learn more here.
Approval paths
Custom approval paths allow you to assign specific approvers to bookings based on custom criteria such as the price, the invoice profile, travel distance, etc.
By default, the approvers for a booking are always the group managers (learn more about that in groups) If you want more advanced options you can enable:
- Rule based approvals: allows you to set up custom approval rules in groups page
- Multi approvals: when enabled you can trigger "double" approvals for certain booking. Meaning that 2 people need to approve the booking before it can be processed
- Allow approval overrides: multi-approvals are by default sequential (the second approver can only approve the booking after the first). When this is enabled the second approver can approve the booking at any time.
Learn more about custom rules here
Dynamic approvals
By default Admins and Managers can always change the approvers when making a booking. You can granularly configure this here if needed.