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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 requests
• Money transfers
• Card expenses submissions
• Reimbursement requests

Card expenses or reimbursements 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. 

Here's an example: You can set an approval process so that if a team member submits a reimbursement request for £100, it needs to be approved by an 'Admin' before the team member is reimbursed. Reimbursements over £1,000 may require approval from 2 'Admins', or the 'Owner' for extra security. You can also automatically reject reimbursement requests over a certain amount.

Set up card expenses or reimbursements approval processes

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

1. Go to 'Settings'. Web: click the cog in the top-right corner. Mobile: tap your profile icon in the top-left corner
2. Access the 'Approval processes' sub-menu
3. Choose 'Card expenses' or 'Reimbursements' and select 'New' to create a process (or select an existing one to make changes)
4. Assign spend programs to this approval process (card expense or reimbursement requests made from these spend programs will be sent to this approval process)
5. Add a new rule or edit an existing rules attached to that process
6. Enter the card expense or reimbursement amount that needs approval. Any requests above this amount will go through this approval process
7. 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)
8. Select the number of approvals needed
9. If you need to send the approval request to the next layer of reviewers, click 'Add step' and select the next approvers
10. To add rules with different thresholds, steps, and approvers, repeat steps 5 to 9

Important notes

• Team members need to be enrolled in Expenses to submit card expenses or reimbursement requests
• There can be several card expenses or reimbursement approval processes with different rules, assigned to different spend programmes, but a spend program can only have 1 card expenses approval process and 1 reimbursement approval process
• Card expenses or reimbursement requests under the specified amount, or made via spend programmes that aren't assigned to an approval process, will be processed automatically