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Flexible Approval Rules – New Option to Exclude People from the Workflow

With our latest update to the Flexible Approval Rules, you now have even more control over how your approval workflows operate. In addition to manually directing expense reports to specific approvers, you can now exclude selected employees from the flexible approval flow – directly linked to internal accounts.

What Does This Update Mean?

When the Flexible Approval Rules feature is activated, workflows can be customized based on internal accounts, such as projects. In some cases, organizations may need to exclude certain employees from this flow – for example, management members whose reports should always go to their manager, regardless of how the expense is booked.

With this new setting, you can now easily define which people should not be part of the flexible approval flow. Their reports will instead be sent directly to the approver specified on their personal profile.

Example Use Cases

  • Management Teams: Ensure management members’ expense reports always go to their direct manager, independent of project coding.

  • Internal Projects: Exclude employees from project-related flows to avoid duplicate approval steps.

  • Special Cases: Useful for organizations with specific routines or exceptions.

How to Activate the Setting

  1. Go to Administration > Internal Accounts.

  2. Select the internal account with flexible approval activated.

  3. Open the tab Excluded from Advanced Approval Flow.

  4. Select the people you wish to exclude from this workflow.

The people you list here will automatically have their expense reports routed to the approver(s) defined in their profile under Administration > People.

Benefits

  • Full Control: Customize approval flows on an individual level.

  • Efficiency: Skip unnecessary steps for specific roles.

  • Flexibility: Combine with existing rules for maximum adaptability.

Summary

This new update to Flexible Approval Rules allows you to create even more dynamic and tailored approval workflows. By excluding specific people from the flexible workflow, your organization ensures that reports always reach the right approver – without compromising structure or control.

💡 Tip: Combine this feature with previous optimizations to manage both manual exceptions and automatic exclusions – ideal for organizations with complex approval requirements.