Automatically Approving Expenses

You can create auto-approval rules so that expenses that meet certain criteria and comply fully with your expense policy are automatically approved in Abacus.

You can also create rules that will warn or block employees from submitting expenses or that route expenses to specific Managers or Admins based on certain criteria. Learn more about creating an expense policy. 

Criteria for Auto-Approval Rules

You can automate expense approval using a combination of any of the following criteria: 

• Expense Type (corporate card, virtual card, or reimbursable)
• Submitter (by individual employee names or using custom Team Fields)
• Amount
• Merchant
• Expense Category (categorized as)
• Custom Expense Fields (tagged as)

For example, if an individual pays for a budgeted monthly subscription on a virtual card, you could create an auto-approval rule to approve that specific type of expense.

Create an Auto-Approval Rule

Follow these steps to create an auto-approval rule:

1. In your Admin sidebar, click Spend Policy.

2. Scroll down to the Auto Approval section and click Add.

3. Customize your auto-approval rule based on the criteria that make the most sense for your team.

4. Click Preview Rule to review the rule based on the settings you selected.

5. Click Create Rule.

Edit or Delete an Auto-Approval Rule

Follow these steps to change or remove an auto-approval rule:

1. In your Admin sidebar, click Spend Policy.

2. Scroll down to the Auto Approval section and click Edit   or Delete  .