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Workflow Settings

Settings → Workspace settings → Workflows lets admins configure how expenses are approved and whether approved records stay locked.

Expense approvals​

Enable expense approval workflow — when on, expenses submitted by users who are not approvers must be signed off before they are treated as final.

When approval is enabled you can set:

  • Auto-approval threshold — amounts below this value in your workspace currency are approved automatically, so small receipts do not block the team.

If no specific approver is chosen for a request, the app can fall back to users who have approval permissions on the job (see the in-app hint on the settings screen).

Security & compliance​

Lock approved expenses — when enabled, users cannot edit expenses after approval. This protects audit trails and prevents accidental changes after sign-off.

Toggle these to match your company’s policy; finance and site teams should agree on thresholds before rolling them out.

Related: Workspace settings · Expenses · Roles