Two Approvers in Your Workflow: Using the Reviewer Function
If your organization requires two levels of approval in your expense workflow, you can enable the Reviewer feature. This adds an extra step where reports must first be reviewed before they can be approved.
How to Enable the Reviewer Function
-
Go to the Home page and open the Admin Dashboard.
-
Click Enable Reviewer.
-
Once activated, an additional step will appear in your workflow under Administer > People.
Assigning Reviewer Permissions
To make a user a designated reviewer:
-
Open the user's profile in the system.
-
Check the box Can review.
-
The user can now be selected as a reviewer for other users.
-
Make sure the setting Wants email notification when reports are ready for approval is enabled.
This ensures the reviewer is notified whenever there’s a report to review.
How the Workflow Changes
Once the Reviewer feature is active:
-
All users must have an assigned reviewer in their profile.
-
All reports are first sent to the reviewer before they can be approved.
-
Administrators cannot approve reports until they have been reviewed.
Tracking Review Status
-
A new status, Reviewed, will appear in the List All view once a report has been reviewed.
-
Reviewers can review reports via both web and mobile app.
-
Admins retain full access to view, edit, and correct reports, even with the Reviewer step enabled.
💡 Tip: Use the Reviewer feature to improve internal control and ensure that all reports go through a proper review process before approval.