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[NO QA] Docs updates for E/A#85233 automatic approver reassignment behavior #89493

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stephanieelliott merged 1 commit into from
May 6, 2026
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[NO QA] Docs updates for E/A#85233 automatic approver reassignment behavior #89493

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8 changes: 7 additions & 1 deletion docs/articles/new-expensify/workspaces/Add-Approvals.md
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Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
title: Add Approvals
description: Require report approvals in your Expensify workspace, including setting approval thresholds and over-limit approvers.
keywords: [New Expensify, approvals, report approvals, approving reports, approval workflow, workspace workflows, approver, final approver, approval chain, approval threshold, approval limit, over-limit approval, report amount limit, dollar limit approver]
keywords: [New Expensify, approvals, report approvals, approving reports, approval workflow, workspace workflows, approver, final approver, approval chain, approval threshold, approval limit, over-limit approval, report amount limit, dollar limit approver, reassign approver, automatic approver reassignment, change approver workflow]
---

Each Expensify workspace can be configured to require additional approvals for reports before payments are authorized. When approvals are enabled, admins can set a default approval workflow for all members or create custom workflows for individual members.
Expand Down Expand Up @@ -71,6 +71,8 @@ You can update or remove approval workflows at any time as your team or process
3. Select a new member or deselect one to remove them.
4. Click **Save**.

**Note:** When you change an approver in a workflow, any reports currently pending approval with the previous approver are automatically reassigned to the new approver. A system message will appear in the report confirming the reassignment.

## Delete a Workflow

1. On the **Workflows** page, click the workflow you want to delete.
Expand All @@ -89,6 +91,10 @@ No. Each employee can only be assigned one approval workflow per workspace.

You’ll need to be on the Control plan, as this feature isn’t available on Collect.

## What happens to pending reports when I change an approver?

Any reports currently awaiting approval from the previous approver are automatically reassigned to the new approver. A system message appears in the report indicating the approver was reassigned via a workflow update.
Comment on lines +94 to +96

@github-actions github-actions Bot May 6, 2026

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Redundancy: This FAQ answer is nearly identical to the Note on line 74 ("When you change an approver in a workflow, any reports currently pending approval..."). Repeating the same information in both places adds noise without new value. Consider either (a) keeping only the FAQ entry and removing the Note above, or (b) making the Note a brief reference that points the reader to this FAQ for details — so each location adds unique value.


## What happens when a report exceeds the over-limit threshold?

If a report exceeds the configured dollar amount in the Report amount field, it is automatically forwarded to the selected Additional approver for another review step.
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