Budgets, trips, and expenses follow unique approval flows defined by company policies and set up in Mesh by an Admin. An approval workflow may consist of multiple steps, each potentially requiring different approvers, with or without conditions.

Approvers can access requests by expending the 'Pending My Approval' menu and clicking on Budgets, Trips or Expenses to list relevant requests. 

Upon opening a budget or trip request form, the 'Approver Component' appears at the top, outlining the next approver and total steps with the following color codes:green for approved, dark blue for the current step, and light blue for upcoming steps. The 'Approver Component' updates as relevant individuals take action.

Clicking 'View More' allows you to track progress. 

Authorized users, can click 'Close' and based on their permissions, take action, such as approving, declining, or canceling the request. 

Notes:

• The 'Approver Component' was available before and remains functionally unchanged but has been redesigned and repositioned for better readability and visibility. 
• Approval steps become visible only after requests enter the approval flow.
• Some pages include an ⓘ icon that present the approving flow when hovered. 
• To see the 'Approver Component' of an expense click the expense then navigate to the bottom left side of the modal to a section named 'Approval flow'. 
• If a step of a request has not been approved yet, users may utilize the in-app messaging to communicate with individuals (or groups) responsible for the relevant step.

Below are examples showcasing the updated 'Approver Component' design.

Example # 1

Note: Some steps may be skipped if the request doesn’t meet conditions requiring the approver's intervention.

Example # 2

Note: Some steps may be approved by users with an 'Approve on behalf' permission.

Example # 3

Note: Although the initial view presents 4/5 steps, the detailed view presents more steps as it includes the submitter and the a step indicating that the approval ended (e.g., 'Request approved')

Example # 4

Important

In the past the approver component was located to the right of the request form (e.g., under the card image) and it was possible to see the approving steps before submitting the request which is no longer the case.