How do I set expense approvers?

Center allows for an approval routing that follows the following logic (and is determined by company policy):

• spender incurs & submits expense --> approver (generally a manager) reviews & approves --> Finance Manager final review

Assigning Approvers

To assign an approver to any spender/cardholder, navigate to the user management tab. When viewing the list of users, there are 3 ways to assign approver:

1. Three dots on the right side of the screen for each user, one option is to ‘Edit Default Approver’ - selecting this option will produce a drop-down of your users to select an approver from.
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2. Click on any user to open that user's ‘User Details’ and click on "Edit Info." Scroll down to find the section for "Default Approver" and assign an approver from the drop-down list.
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3. Bulk: when viewing the entire user list, there is a box to the left of each users’ name. Select as many users with the same approver and a button will appear at the bottom of the screen to "Edit Default Approver" – this will edit the approver for all users selected.
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 Identifying Approver of Individual Expenses

To see who the approver is on any expense, navigate to Expense Hub or My Expenses to view the expenses list. Click on an expense to open 'Expense Details' and below the details section, the 'Approval' section will display the approver for that expense.