The Auto-Approval step is an optional first step available to Organisations on the Advanced and Premium plans that lets you define conditions under which expense claims are automatically approved, bypassing all further approval steps and workflow rules.
If a request matches the conditions defined in the Auto-Approval step, it is approved immediately without requiring any manual action from an Approver.
For a full walkthrough of how to set up the Auto-Approval step, see How to set up the Auto-Approval step.
Using auto-approval rules for expense claims
Because expense claims support routing by expense type, Auto-Approval step rules can be configured separately for out-of-pocket and corporate card expense claims. This makes it straightforward to define different Auto-Approval step thresholds depending on how an expense was paid.
For example, you could set up an Auto-Approval rule for all out-of-pocket claims under 10 GBP, saving your Approvers time on routine, low-value reimbursements and letting them focus their attention on larger or more complex claims.
For corporate card claims, Auto-Approval rules can be equally powerful. If your Organisation has a supplier you receive regular, predictable charges from, such as a monthly software subscription, you could set up a rule to automatically approve any corporate card claim for that supplier. This removes a repetitive approval task from your team's queue while keeping all other corporate card spending subject to the usual manual review.