Mesh offers a state-of-the-art approval mechanism with dedicated workflows for cards, travel budgets, and reimbursement of new and edit requests. The approval workflow provides automation, enforces compliance, enhances accountability, and speeds up decision-making processes, with full visibility to approvers and requesters who can track progress and raise concerns before decisions are made.Â
Once configured, the workflow automates the review and authorization process, routing requests to the appropriate approvers before granting employees access to payment methods. The approving steps can be mandatory or conditional (e.g., based on Amount, Department, GL code, etc.) and assigned to Mesh roles (e.g., Approving Manager, Travel Manager, Admin, etc.), individual users (e.g., Jim the department Director, Joe the CFO, etc.), or a group of users (e.g., Finance, FP&A, Controllers, etc.)Â
Below are some links to various components of the approval mechanism:Â
Power Users
- Setting up approval workflows for General Purpose and Subscription cards, Travel, and Reimbursement requestsÂ
- Approve/decline requests as a Power User (i.e., Approve/decline on behalf of)
- Reassign an approval step
- Designate a Default Approving ManagerÂ
- Send trip-related expense requests in a batch
- Flagging anomaliesÂ
Employees
- Submitting cards, trips, and reimbursements requests
- Submitting a card edit requestÂ
- Approve request as a user (i.e., Approver)
- Reassign an approval step
Notes:
- An Admin can change the approval flow at any time and the newly published approval flow will affect new requests.Â
- Our dedicated support team at support@meshpayments.com can address any questions about the approval workflow. Â
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