How to change the authorization flow of an expense?

If an expense is with the wrong person for approval, a user with a finance role can manually select a different authorization flow.

1. Make sure you are logged in in the Klippa Web App

2. In the left menu navigate to Manage expenses

3. In the overview you can open the relevant expense and apply an authorization flow by manually selecting one of the existing flows in the list next to 'Authorization flow'. It is also possible to apply a custom flow, in that case click on the option "Custom" at Authorization flow

4. Then choose one or more approvers and, if desired, choose:

• Fixed approval order: the expense then goes to the approvers in the indicated order
• Required amount of approvers: for example 2 approvals needed from the 3 approvers

5. Finally click on Save so that the expense enters the modified workflow.

Updated on: 22/01/2024