In Jeeves 2.0 we have introduced a new concept called “Approver” to enhance the expense management process. Approvers play a crucial role in reviewing and approving expenses within the platform. In this article, we will explore what an Approver can do and how to set up this role effectively.
What is an approver?
An Approver can be either an Admin or an Expense Manager, as these are the only two roles that have access to Teams.
Admins have full visibility of all Teams and related permission, while Expense Managers have a more restricted view.
Expense Managers can only see the people “below” them in the organizational hierarchy, which includes the users they are designated as the “Approver” for, as well as those positioned beneath them.
To illustrate the concept of Approvers, let's consider the following scenario involving three individuals:
- Paul works in the Finance department and holds the role of an Expense Manager in the Jeeves platform.
- John is the Head of Product and also serves as an Expense Manager in Jeeves.
- Richard is a Designer within the organization, and he is an Employee at Jeeves.
In this scenario, Paul is designated as John's approver, and John is set as Richard's approver.
John would be able to see all of Richard’s expenses.
Paul would be able to see all of John’s expenses as well as Richard’s expenses since Richard is being approved by John.
It's important to note that currently, Approvers can only see the expenses of the users they approve. However, we are continuously working on enhancing our product, and the Approver role will play a significant role in approving or declining out-of-policy expenses. Stay tuned for these exciting updates!
Based on your organization's structure and expense policy, we recommend designating department heads or members of the finance team (e.g. Controller or CFO) as Approvers. This ensures that individuals with the appropriate authority and expertise are responsible for reviewing and approving expenses.
By carefully configuring the Approver relationships, you can establish a streamlined and efficient expense management workflow.