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...articles/expensify-classic/copilots-and-delegates/Assign-or-remove-a-Copilot.md
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--- | ||
title: Assign or remove a Copilot | ||
description: Safely delegate tasks without sharing login information. | ||
--- | ||
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You can safely delegate tasks to someone else without sharing your login information by assigning them as your Copilot. Your copilot can access your Expensify account through their own account to: | ||
* Prepare expenses on your behalf | ||
* Approve and reimburse expense reports on your behalf (Full Access Copilots only) | ||
* View and make changes to your account, domain, and workspace settings | ||
* View all expenses visible from your account | ||
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# Assign a Copilot | ||
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1. Hover over Settings and click **Account**. | ||
2. Under Account Details, scroll down to the Copilot: Delegated Access section. | ||
3. Enter the email address or phone number for the person you want to assign as your Copilot. | ||
4. Select whether you want to give your Copilot Full or Submit Only access. | ||
* **Full Access**: Your Copilot will have full access to your account. Nearly every action you can do and everything you can see in your account will also be available to your Copilot. However, Copilots do not have the ability to add or remove other Copilots from your account. | ||
* **Submit Only Access**: Your Copilot will have the same access and limitations as a Full Access Copilot, but they will not be able to approve reports on your behalf—they can only submit them. | ||
5. Click **Invite Copilot**. | ||
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If your Copilot already has an Expensify account, they will get an email notifying them that they can now also access your account from within their own. If they do not have an Expensify account, they will get an email with a link to create one. Once created, they will be able to access your account from within their own. | ||
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# Remove a Copilot | ||
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{% include info.html %} | ||
This action must be completed by the account owner. Copilots cannot remove other Copilots from an account. | ||
{% include end-info.html %} | ||
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1. Hover over Settings and click **Account**. | ||
2. Under Account Details, scroll down to the Copilot: Delegated Access section. | ||
3. Click the red X next to the copilot to remove them. | ||
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# FAQs | ||
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**Can I only have one Copilot?** | ||
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You can assign as many Copilots as you like—there is no limit. |
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docs/articles/expensify-classic/reports/Create-a-report-approval-workflow.md
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--- | ||
title: Create a report approval workflow | ||
description: Set up an approval workflow automation for employee reports | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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Expensify allows Workspace Admins to create workflows and automations that determine how expense reports are approved for the workspace. You can choose from three different workflows that either: | ||
- Allow all submitted expenses to be automatically approved (if they don’t have any violations). | ||
- Assign one approver for all reports under the workspace. | ||
- Set up multi-level approvals for more complex workflows. | ||
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# Set approval workflow | ||
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1. Hover over Settings, then click **Workspaces**. | ||
2. Click the desired workspace name. | ||
3. Click the **Members** tab on the left. | ||
4. Scroll down to the Approval Mode section. | ||
5. Select an approval mode. | ||
- **Submit and Close**: No approval is required. Once a report is submitted, it will be automatically approved and closed. This option may be useful if your expense approvals occur in another system or if the submitter and approver are the same person. | ||
- **Submit and Approve**: All reports go to one person that you assign as the approver. Once a report is submitted, it is sent to the approver. This is the default option. | ||
- **Advanced Approval**: Allows for more complex workflows, like assigning different approvers for different employees or requiring secondary approvals for expenses that exceed a set limit. | ||
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To add to your approval workflow, you can also set up approval rules for specific categories and tags. | ||
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</div> |
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docs/articles/expensify-classic/reports/Require-review-for-over-limit-expenses.md
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--- | ||
title: Require review for over-limit expenses | ||
description: Require a manual review for expenses that exceed a set amount | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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You can set rules that require a manual review for expenses that exceed a specific amount. These rules can be set for all expenses under a workspace and/or for a specific member of your workspace. | ||
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{% include info.html %} | ||
These rules do not prohibit purchases over this limit amount. They only ensure that expenses over the limit require a manual review. | ||
{% include end-info.html %} | ||
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# Set a manual approval rule for over-limit expenses | ||
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To set approval limits for expenses submitted to a workspace, | ||
1. Hover over Settings, then click **Workspaces**. | ||
2. Click the desired workspace name. | ||
3. Click the **Members** tab on the left. | ||
4. Scroll down to the Approval Mode section to where it says Expense Approvals. | ||
5. In the “Manually approve all expenses over:” field, enter the expense limit amount. | ||
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Any expenses that exceed the set limit will now require a manual review, even if the approval workflow does not require manual approval. | ||
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# Set an over-limit approver for a member | ||
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When over-limit approvals are set for a specific member, a secondary approver will be required when the member submits a report that contains expenses exceeding the limit amount. If the member is an approver for other members’ reports, the approval limit applies to those reports as well. | ||
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For example, if you want to allow a project manager to review expenses under $500 but have a department head review expenses over $500, you can assign the department head as the project manager’s over-limit approver. | ||
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{% include info.html %} | ||
To set expense limits for specific workspace members, your workspace must use Advanced Approvals as the report approval workflow. | ||
{% include end-info.html %} | ||
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To set an over-limit approver for a specific member of your workspace, | ||
1. Hover over Settings, then click **Workspaces**. | ||
2. Click the desired workspace name. | ||
3. Click the **Members** tab on the left. | ||
4. Click **Settings** next to the desired member. | ||
5. In the “If report total is over” field, enter the amount that will require this member’s reports to need a secondary review. This limit also applies to reports that the member is in charge of reviewing. | ||
6. Click the “Then approves to” dropdown and select the secondary approver. | ||
7. Click **Save**. | ||
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</div> | ||
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docs/articles/expensify-classic/reports/Set-a-random-report-audit-schedule.md
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--- | ||
title: Set a random report audit schedule | ||
description: Randomly audit a percentage of compliant reports | ||
--- | ||
<div id="expensify-classic" markdown="1"> | ||
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Expensify automatically flags reports that contain inaccurate or non-compliant expenses for review. However, you can also choose to randomly audit a percentage of compliant reports. | ||
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To set a random audit schedule, | ||
1. Hover over Settings, then click **Workspaces**. | ||
2. Click the desired workspace name. | ||
3. Click the **Members** tab on the left. | ||
4. Scroll down to the Expense Approvals heading under the Approval Modes section. | ||
5. In the “Randomly route reports for manual approval” field, enter the percentage of reports that you want to be randomly audited. The default is set at 5% (or 1 in 20 reports). | ||
6. Click **Save**. | ||
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</div> | ||
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