As an admin in Rydoo, you can set up the company's approval flow as you want. You can choose whether you want to assign approvers/controllers to users, groups, branches, projects or custom fields. It is also possible to set up a mixed approval flow, which means you want assign approvers and controllers to different types (e.g. approvers on user level and controllers on project level).

Different types

Approval flow on user level

You can choose to assign approvers/controllers to individual users. This means you can choose the approver/controller for each separate user. This is the most flexible way of setting up your approval flow. Learn how to set this up here.

Example: Lisa, Meredith and Thomas belong to the German branch of the company and are all part of the Sales group. Lisa is an Account Executive and her expenses need to be approved by the AE regional manager and controlled by the CCO. Meredith and Thomas on the other side are Sales Reps and their expenses need to be approved by the SDR country manager and controlled by the general SDR manager.

Approval flow on group level

You can choose to assign approvers/controllers to groups. Learn how to set this up here.

Example: Emma and Kato both belong to the Dutch branch of the company and are all part of the Marketing group. The expenses of all employees in the Marketing group need to be approved by the Marketing manager and controlled by the CFO of the company.

Approval flow on branch level

You can choose to assign approvers/controllers to branches. Learn how to set this up here.

Example: Lenny and Aster both belong to the Polish branch of the company. The expenses of all employees that belong to the Polish branch need to be approved by the Polish country manager and controlled by the CFO of the company.

Approval flow on project level

You can choose to assign approvers/controllers to projects. Learn how to set this up here.

Example: Emily is a consultant working on project A. Her expenses need to be approved by the project manager of project A and controlled by her department manager.

Approval flow on custom field level

You can choose to assign approvers/controllers based on custom field. Custom field approvers/controllers have priority over the standard approvers. Learn how to set this up here.

Example: Izzy belongs to the French branch. Her usual expenses (e.g. office material, team diners,...) need to be approved by the French country manager and controlled by the CFO of the company. However, when she has specific expenses for project X (e.g. construction material for a specific construction site), these expenses should be approved by the construction manager of project X.

Mixed approval flow

You can also decide to set up a mixed approval flow. This allows you to assign approvers and controllers to different types.

Example: The approver assignment is based on the project the user is submitting expenses for, since the approver is always the project manager. However, the controller is always the CFO of the company for the entire branch.