Business owner override

How to Enable Business Owner Override

Introduction

We’re thrilled to introduce a powerful feature designed to simplify your expense approval process: the Business Owner Override.

This feature gives business owners the ability to approve pending expense batches, even if they are not part of the predefined approval workflow. In this article, we’ll walk you through the steps to enable this feature, ensuring a seamless approval process while maintaining control over your business expenses. Let’s get started!

To begin

  1. Log into the Merchant Dashboard

  2. Click on “Settings” on the dashboard menu

  3. Click on “Approval workflow” and select “Workflow Settings” on your top right screen**.**

  4. Toggle on and off as shown below:



  5. To see the pending expenses, do the following:

    1. Click on Approvals

    2. Click on “Override Pending Batch” as shown below:


      Watch The Full Video Guide

      To see these steps in action and ensure you didn't miss anything, the video below provides a complete, step-by-step guide on how to enable business owner override



Great job! You have successfully toggled on business owner override. You should be able to see all expense batch pending approvals.


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