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How do I manage reimbursement approval settings in my Spend Center account?

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Written by Spend Center
Updated over 3 weeks ago

As an admin, you can manage reimbursement approval settings for your account. When managing your settings, you can select if budget owners or managers can approve reimbursement requests in addition to admins. Learn more about assigning managers to users.

Each budget requires a budget owner, so budget owners are always part of the approval flow if that role is selected in approval settings. If managers are selected in the approval settings but a manager isn't assigned to the user who made the reimbursement request, the approval is sent to the account admin instead.


Manage approval settings from a web browser

  1. In the Spend Center Navigation Menu, select Settings

  2. Select Reimbursements

  3. Find the Approvals section

  4. View the current approval settings enabled in your account

    • Note: Because reimbursement approvals are always required, an Active label displays in your settings and cannot be changed.

  5. To edit your settings, select Edit Approvals

  6. To select if managers or budget owners must approve reimbursement requests, open the Require Approval drop-down menu

    • Note: Admins are required to approve requests.

  7. To allow budget owners to approve their own reimbursements, select Allow budget owners to approve their own reimbursements

    • Note: If this option is turned off, other budget owners or admins (if there is only one budget owner) must approve budget owner's reimbursement requests.

  8. To save your settings, select Save


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