Expense Authorisation – Dual Approval (Manager & Secondary Approver)
Installing this workflow tells Sense to send every expense claim to the employee's line manager first, and only once they've approved it does it move on to a second, named approver. Built for organisations that want a defined two-person sign-off on every claim, regardless of amount.
How it works
Set your Secondary approver field then let Sense route claims through both sign-offs
To use the Expense Authorisation: Dual Approval (Manager & Secondary Approver) workflow, simply add a "Secondary approver" user picker field to each employee's Job Details screen, ideally positioned next to the Manager field, then install the workflow from the Workflow Hub.
Then, every time an employee submits an expense claim, Sense will automatically send it to their line manager first.
If the manager approves it, then the request moves on to the named secondary approver, and once both people have signed off, the employee is notified by email that the claim is approved.
More expenses workflows
See all expenses workflows
Common questions
What kicks this workflow off?
An employee submitting an expense claim through the Expenses app.
Who approves the claim, and in what order?
The line manager first, then the secondary approver named on the employee's Job Details screen.
What happens if an employee doesn't have a manager set?
The request escalates straight to the Admin team instead.
What happens once both approvers sign off?
The employee is notified by email that their expense claim has been approved.