⚡ Disabling Post-Expense Review with Auto-Approve Policies

⚡ Disabling Post-Expense Review with Auto-Approve Policies

By default, SiFi requires a post-expense review — meaning employees must submit expenses and managers/finance teams must approve them before they are finalized.

If your organization prefers not to enforce reviews for certain accounts or budgets (e.g., executive cards, company-wide SaaS subscriptions), you can disable reviews by creating an Auto-Approve policy.

Steps to Disable Post-Expense Review

1. Create a New Approval Policy

  • Go to Settings → Approval Policies

  • Click “Create Policy”

2. Select Scope

  • Choose the Budgets the policy should apply to

  • (Optional) Select the SiFi Account if you want this to be the default for all company expenses

3. Set Amount Range

  • Enter 0 as the minimum

  • Enter ∞ (infinity) as the maximum

(This ensures the rule applies to all expense amounts)

4. Choose Action

  • Set the policy to Auto Approved

5. Finalize Policy

  • Click “Create Policy”

  • All transactions under this scope will now be automatically approved

Important Notes

🔑 Scope Matters

  • Apply Auto-Approval only to accounts/budgets where reviews aren’t critical (e.g., C-level cards, vendor auto-payments)

📝 Audit Trail Preserved

  • Even if expenses are auto-approved, transactions are still logged in SiFi for reporting, audit, and compliance

🔄 Reversible Anytime

  • You can re-enable post-expense review later by editing or removing the auto-approve policy

Best Practice Recommendation

We recommend using Auto-Approval selectively, while keeping mandatory review policies in place for:

  • Employee cards

  • Project-based budgets

  • Reimbursements


This ensures compliance while reducing unnecessary approvals for trusted, low-risk expenses.


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