Principles of the approval process

To learn how to configure an expense approval process, please visit this page.

Approval process by legal entity

It is possible to define several specific approval processes for each legal entity. Each user associated with a legal entity will be subject to this workflow.

Approval processes are composed of as many steps as desired and will be activated one after another.

The steps of an approval process

Each step has an authorizer which can be someone:

  • determined by the user (i.e. his or her manager).
  • pre-appointed (all expense reports will be submitted to this person).
  • chosen by the user (more details below).

Similarly, each step has an activation threshold. The expense report can only pass onto the next step if its amount (in the currency of the legal entity) is greater than the threshold.

  • If the threshold is 0, every expense report will move on to the next step.
  • It is possible to set the threshold of one step to a lower amount than the previous thresholds.

Specific cases

Cleemy will ignore certain steps in the following cases:

  • If the authorizer of a step and the declarer of the expense report are the same person.
  • If the authorizer is no longer active (i.e. the “End of contract” field of his or her personnel file contains a past date).
  • If the step requires the approval of a department head, and there is no department head in that branch of the declarer's organizational structure.

If the ignored step is the last of the process, the expense report will automatically be approved. Likewise, if you do not define any Workflows, every expense report will be automatically approved and will only be passed on to be controlled.

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