Auto approval is a feature that can be enabled on your account, that will send in-policy claims straight to the accounts person instead of requiring approval first.
This feature cannot be turned on and off in the Administration section of the system. Instead, if you would like to enable or disable this feature, please contact our support team
Once the setting is enabled on your system, you may find that some claims are still going through to the approver before reaching the accounts person. If any of the items in a claim are out-of-policy, then the claim will still need to go through to the approver for approval first.
Out-of-policy items will have a red exclamation mark underneath the amount, as shown below:
To find out why the item is out of policy, hover over the out-of-policy icon:
On this occasion, the claim item is out of policy as no receipt has been attached when a receipt is required for the selected category.
There are various reasons for why an item could be out of policy, and some of these will depend on your company's system settings. Examples include:
- A missing receipt when the selected category requires one.
- The item amount has exceeded the category spend limit.
- The amount of miles in a mileage item has been manually amended by the claimant.
- The exchange rate for the item has been manually amended by the claimant.
- The date of the item has exceeded the number of days specified by the Warn Claimants for Expenses that are setting.
If an item is in policy, this will be illustrated by a green tick icon on the item.
Because the claimant has now added a receipt to the item, this is now in-policy.
As all of the items in the claim now have the in-policy icon showing, the claim will go straight through to the accounts person once submitted.