Approval Process

Provides overview, benefits, features and how to configure the Signoff Groups feature.

Explains the process of setting up a Signoff Group so that claims will follow the approval process defined within your organisation's expenses policy.

Explains how to edit a Signoff Group which is locked due to claims in the approval process.

Overview The Holidays feature allows you to enter your holiday dates into Assure Expenses so that during your absence, your approval email reminders will also be sent to your delegate. Once notified, your chosen delegate will be able to login and...

Explains how holiday routing can be configured if an approver is unavailable.

Explains how to create a team and add team members.

Explains how to manage Authoriser Levels.

Explains how to add, edit and delete an Approval Matrix.

Explains how to manage Budget Holders within your system.

Overview Redirect Claims is a powerful feature that allows you to browse claims by approver and then redirect those claims to a new approver. This was primarily designed for situations where an approver is not available in the short term such as ...

Explains how to move submitted claims from one approver to another.