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Business · Teammitglieder · Genehmigungsprozesse

Card expense or reimbursement approval processes

What are approval processes?

If you're on a Grow, Scale, or Enterprise plan, you can set up custom approval processes to approve or reject requests from your team members. You can create approval processes for:

Card expense or reimbursement approval processes

Team members enrolled in 'Expenses' can submit expenses made with their Revolut Business cards, or request reimbursements for expenses made with their personal cards.

You can decide whether card expenses or reimbursement requests need approval from other team members before they're processed.

Set up default approval processes

The default expense and reimbursement approval rules automatically apply to all card expenses or reimbursement requests. The default rules are set so that approval is not needed, but you can edit these rules.

You'll need the 'Manage expenses' permission to proceed. To edit the default expense and reimbursement approval processes:

  • Go to 'Settings'. On web: click the cog in the top-right corner. On mobile: tap your profile icon in the top-left corner
  • Go to the 'Approval processes' sub-menu
  • Choose 'Card expenses' or 'Reimbursements'
  • Click 'Default expenses/reimbursements approval'
  • Add a new rule or edit existing rules attached to that process
  • Enter the card expense or reimbursement amount that needs approval. Any requests above this amount will go through this approval process
  • Select whether it should be automatically rejected or reviewed by specific approvers (they can be individual team members, specific roles, or the manager of the requester)
  • Select the number of rounds of approvals needed
  • If you need to send the approval request to the next layer of reviewers, click 'Add step' and select the next approvers
  • To add rules with different thresholds, steps, and approvers, repeat steps 5 to 9

Set up custom approval processes

If you need some card expenses or reimbursements to go through different approval rules than the default, you can create custom processes and re-assign specific spend programs to team members as needed.

You'll need the 'Manage expenses' permission to proceed. To set up a custom approval processes:

  • Go to 'Settings'. On web: click the cog in the top-right corner. On mobile: tap your profile icon in the top-left corner
  • Go to the 'Approval processes' sub-menu
  • Choose 'Card expenses' or 'Reimbursements'
  • Click 'New' to create a custom process
  • Select the spend programs for which linked card expenses or reimbursements will need to go through this approval process
  • Add a new rule, similarly to the steps described above

General expenses and reimbursements that aren't linked to any spend program will always go through the default rules and can't be assigned to a custom process.

Spend programs will automatically be reassigned to the default expenses and reimbursements approval processes if you unassign them from any other processes, or if you delete the processes they were assigned to.

Important notes

  • Team members need to be enrolled in 'Expenses' to submit card expense or reimbursement requests
  • There can be several card expenses or reimbursement approval processes with different rules, assigned to different spend programmes, but an individual spend program can only have one card expense approval process and one reimbursement approval process
  • Card expenses and reimbursements not linked to any spend program will follow the default expense and reimbursement approval processes