Users can request a budget/card, trip, or expense for themselves, while Admins can create them for any user, and Personal Assistants (PAs) can submit requests on behalf of others. In the case of PA-submitted requests, companies may want the assigned user to be involved in the approval process. To support this, Mesh offers an optional approval step based on the assignee.

When creating or updating an approval workflow, Admins can add the Mesh role Assignee. Once the workflow reaches that step, the approval request is routed to the individual assigned to the budget/card, trip, or expense.