Summit Spend Help

Help Center / Approvals & expense reports

Cover approvals while you're away

Hand your approvals to someone else for a set of days, and see who you're covering for.

If you approve spend and you'll be away, pick someone to approve for you. For those days, anything that would come to you goes to them instead.

Set up your own cover

  1. Go to Settings > Out of office. It's under Your account, so anyone can set it up.
  2. Click Set up cover.
  3. Choose Who approves for you, then the First day away and Last day away.
  4. Add a Reason (optional), like "Vacation".
  5. Click Set up cover.

Pick someone who can approve, a Manager or an Admin. Covers can't overlap, so if you already have one for some of those days, Summit tells you which.

See and end a cover

The Out of office page has two lists:

  • Covering for me: who gets your approvals, with each cover marked Scheduled, Active, Ended or Expired.
  • I'm covering for: approvals that come to you because someone else is away.

To come back early, click End cover on the cover.

Set up cover for someone else

Admins can set up cover for anyone from Settings > Spend controls > Approvals, on the Delegation tab. See Cover for people who are away.