This feature is available for an additional charge. Contact Airbase Customer Success team to learn more.
Approval Policy for Reimbursements states who approves the reimbursement requests.
Only Admins can create new Approval Policies for Reimbursements.
To create an Approval Policy for Reimbursements:
- Go to Settings > Policies > Approval Policy > Reimbursements.
- Click Create an Approval Policy.
- Enter the dollar amount you’d like the new reimbursement range to start at. Say you set the dollar amount to $1,000, you’ll have two reimbursement ranges; the first from $0 to $999 and the second from $1,000 and above.
- Add an Approver or multiple Approvers to each reimbursement range. To add the direct manager of the requester as an Approver, click the Manager icon. To add a specific User from the company as an Approver, click the Individual icon and select the Approver from the drop-down menu.
- Click Create.
Repeat the steps above to add new reimbursement ranges, and set Approvers for each of them.
For example, if you want expenses from $0 to $999 approved by the Manager, and $1000 and above approved by another employee, here’s what you need to do.