From c69a0a3cacee1838dd61f9f73f3f4f2bc5b42c84 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 12 Feb 2026 19:47:03 -1000 Subject: [PATCH] Update Workspace-Workflows.md Update to mention over limit approver --- .../workspaces/Workspace-Workflows.md | 17 ++++++++++++----- 1 file changed, 12 insertions(+), 5 deletions(-) diff --git a/docs/articles/new-expensify/workspaces/Workspace-Workflows.md b/docs/articles/new-expensify/workspaces/Workspace-Workflows.md index b309a9a00559..94fce949d3e4 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Workflows.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Workflows.md @@ -25,7 +25,7 @@ To get started, enable the **Workflows** feature for your workspace. --- -# Configure Workflow Settings +## Configure Workflow Settings Once enabled, go to the **Workflows** tab in the left menu to customize your submission and approval logic. @@ -34,13 +34,16 @@ Once enabled, go to the **Workflows** tab in the left menu to customize your sub ![Enable workflow features]({{site.url}}/assets/images/submissions-03.png){:width="100%"} -## Add Approvals +## How to Add Approvals - Requires each expense to be reviewed and approved before payment. - You can assign an approver per workspace member. -- The default approver is the **Workspace Owner**, but any **Workspace Admin** can be selected. +- You can also set an over-limit approver for reports that exceed a specific amount. +- The default approver is the **Workspace Owner**, but any workspace member can be selected. -## Submission Frequency +Learn how to [add Approvals](https://help.expensify.com/articles/new-expensify/workspaces/Add-Approvals) on your workspace. + +## How to Set a Submission Frequency - Controls when expenses are automatically submitted. - Choose how frequently expenses are submitted: @@ -53,9 +56,11 @@ Once enabled, go to the **Workflows** tab in the left menu to customize your sub - Manually – Expenses are auto-added to a report, but employees must submit them manually. - If turned **off**, all reimbursable and non-reimbursable expenses are submitted instantly. +Learn how to [configure Submissions](https://help.expensify.com/articles/new-expensify/workspaces/Workspace-Workflows#submission-frequency) on your workspace. + --- -# Set Up a Payment Account +## How to Set Up a Payment Account To reimburse employees or pay invoices directly from Expensify, connect your business bank account. @@ -64,6 +69,8 @@ To reimburse employees or pay invoices directly from Expensify, connect your bus 3. Click **Connect Bank Account** and follow the [bank connection guide](https://help.expensify.com/articles/new-expensify/expenses-and-payments/Connect-a-Business-Bank-Account). 4. Choose an **authorized expense payer**—a Workspace Admin who has access to the bank account and will be the default reimburser. +Learn how to [pay expenses submitted on a workspace](https://help.expensify.com/articles/new-expensify/wallet-and-payments/Pay-Expenses#how-to-pay-expenses-submitted-to-a-workspace). + --- # FAQ