Version : Business Enterprise Advanced

Environment : Web Android IOS

Status : User Manager Accountant Administrator

In N2F, a validation workflow allows you to define the different steps through which an expense report must go through in order to be accounted for and/or reimbursed.

  • The Approval step is the operational vision: is the expense justified in the context of the employee's mission?
  • The Verification step is the administrative control: the VAT including recoverable VAT, the receipts, the accounting accounts (are they correct?)


In the workflow settings, you can choose which step goes first between the manager's Approval and the administrative Verification (Approval goes first by default.)


  • The Accounting is the final step, it allows the generation of accounting entries and/or the SEPA transfer file, along with switching the report to the “Reimbursed” status.

Every step of the workflow can be managed directly from the app: the declarant has no need to print the expense receipt nor to manually transmit it to the managers and accounting/administrative teams.


To set up your own validation workflow, you need to go to the Advanced Settings of your Web version:



To modify the different steps, you need to select their corresponding workflow.

From there, you can:

  • Add an approval step (to an N+2 Manager or a specific Manager for example.)
  • Delete the Approval and/or Verification steps (the Accounting step is mandatory.)
  • Select a validator:


- For the Approval, the direct Manager is the one whose name is written in the declarant's information sheet, the N+2 is the direct Manager of the declarant's Manager.

- During the Verification and Accounting steps, the “Accounting department” refers to every person with a Accountant or Administrator role.

- For every step, it is possible to select a validator in the dropdown list.



It is also possible to set up Conditional Workflows to perfectly transcribe your company's validation process.


For more information, feel free to contact our support team:

By email : support@n2f.com

By phone : +33 (0)4 26 78 52 10