How to set up expense approval rules? How to set up expense approval rules?

How to set up expense approval rules?

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If you wish, you can define approval rules for expenses made by your employees via their Skipr card or as reimbursement request.

To define these rules, go to the "Approval policy" section of your program and click on "Add a rule". You can choose if this rule is for one or several groups.

You can then define two types of rules:

  • General rules that will apply by default to all expenses.
  • Service rules that will be dedicated to one or more services. They replace the general rules.

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Define a general rule

To add a general rule, you will have to fill in several information:

  • The amount above or equal to which an expense will be subject to this rule
  • The type of the expense (payment card, reimbursement)
  • Whether your employees must provide specific information or receipts for the expense to be approved
  • Whether administrators must manually validate expenses or verify approved expenses

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If you activate these last two options, you will have to indicate whether it will be the HR manager or the team manager who will perform these actions.

 

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Define a service rule

When you add a service rule, you must first select the service(s) to which the rule will apply.

💡 You can only select services that belong to the program you are in.

In the same way as for the general rules, you will then have to fill in several pieces of information:

  • The amount above or equal to which an expense will be subject to this rule
  • The type of the expense (payment card, reimbursement)
  • Whether your employees must provide specific information or receipts for the expense to be approved
  • Whether administrators must manually validate expenses or verify approved expenses

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