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
• Money transfers
• Card expenses submissions
• Reimbursement requests

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.

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. To edit the default expense and reimbursement approval processes:

• Go to 'Settings'
• 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 amount that needs approval
• Select whether it should be automatically rejected or reviewed by specific approvers
• Select the number of rounds of approvals needed
• If the request requires the next layer of reviewers, click 'Add step' and select the next approvers

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 programmes to team members as needed. To set up a custom approval process:

• 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 programmes 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

• 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 programme can only have one single process
• General expenses and reimbursements that aren't linked to any spend programme will always go through the default rules and can't be assigned to a custom process
• Expenses and reimbursements not linked to a spend programme will follow the default approval process
• Spend programmes 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