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Two approvers with an auditor

Do expense reports need to be checked by two people? With an auditor, an extra step is added to the flow: the expense report is audited first and then approved.

  • 🔍 How the flow works

    Step Who Status afterwards
    1. The user submits User Submitted
    2. Audit Auditor Audited
    3. Approval Approver Authorized

    ⚠️ When the auditor is activated, all expense reports must be audited before they can be approved. This also applies to administrators.

    👉 Applies to: administrators in organizations with higher demands on internal control.

    ⚙️ Step 1 – Activate the auditor

    1. Go to Administrate > Admin dashboard.
    2. Under Actions, click Enable in the auditor box (Your auditor is disabled in workflow).

    👤 Step 2 – Give auditor permission

    1. Go to Administrate > Persons and open the person.
    2. Select Can audit.
    3. Click Save.

    📧 Step 3 – Turn on email notifications for the auditor

    Go to Administrate > Persons, open the auditor and select Wants email notification when reports are ready for approval. The auditor then gets an email when something is waiting, and no expense reports are missed.

    📊 Follow up

    Under Accounting > List All, the status Audited shows when the audit is done. The auditor can work both on the web and in the app.

    🔄 Change the auditor or approver on an expense report

    1. Open the expense report.
    2. In the status field, select another person under Audited by or Approved by.

    ✅ The expense report now goes to the person you selected.

    ❓ Frequently asked questions (FAQ)

    Do all expense reports have to be audited?
    Yes, when the auditor is activated.

    Can the administrator skip the audit?
    No, but the administrator can still change and correct expense reports.

    Can the auditor work in the app?
    Yes, both in the app and on the web.

    Can I change the auditor on an expense report?
    Yes, as an administrator you select another person under Audited by or Approved by in the status field of the expense report.

    What does the auditor do?
    The same as an approver. See Authorize or deny expense reports.

    ✅ Summary

    • ⚙️ Activate the auditor on the admin dashboard
    • 👤 Give the Can audit permission under Administrate > Persons
    • 📧 Turn on email notifications
    • 📊 Follow the status Audited in List All

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