Admin users can set up a custom approval workflow for submitted claims within the company.
Notes:
The process for approving submitted claims is different from approving claim payments.
Admin or Finance users with transfer rights can approve claim payments. If associated with a budget, the Budget Owner with transfer rights can also approve the payment.
Setting Up a Claim Review Policy:
On your Aspire dashboard, click "Policies" in the left navigation bar (web app) or "Menu" > "Policies" (mobile app). Select "Claim review policy".
Click the Edit button on the upper right.
Under the "IF" section, specify the condition(s):
Claim submitted within a budget
Budget name
Claim amount
Expense Category
You can combine multiple conditions by clicking "Add condition".
Under the "THEN" section, select the approvers (Admin, Finance, Managers, Budget Owners, Budget Members, or specific users).
Choose whether "All" or "Any" of the selected approvers must approve the claim.
To add another approval level, click "Add next step of approval".
Set a fallback rule for claims not covered by the above rules (approve by admin/manager or auto-reject).
Click "Update policy" then "Save changes".
Tips:
Rules are arranged in order of priority. The first matching rule is applied to each claim.
To change rule priority, click the arrow button next to "Sort priority".
To ensure claims follow all approval steps without skipping, include at least two approvers in the same step and select "All of the approvers".
Viewing Changes Made in Claim Review Policy:
Go to "Policies" > "Claim review policy".
2. Click the three-dotted menu and select "View activity log".
