Need a hand?

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 requests
• Transfers
• Card expenses
• Reimbursements
• Purchase orders

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.

• Open your profile and go to 'Security & controls'
• Go to 'Approval processes' section, then choose Card expenses or Reimbursements
• Click 'Add condition or action'. The Add new step panel opens on the right side
• Conditions - Amount — click 'Add new' to set multiple tiers
• Conditions - Team member — apply approval rules based on who created the expense
• Conditions - Spend programme - apply approval rules based on the created spend programmes
• Set Auto-approve, Auto-reject, or Assign to approver. If approval is required, choose from Manager, Team member, or Role
• Use the 'Else' branch to set what happens to transfers that don't match a condition
• Click 'Publish' in the top-right corner. Your approval workflow becomes active

• Team members need to be enrolled in 'Expenses' to submit card expense or reimbursement requests
• Approval processes can only be configured in the Revolut Business web app