![]() ![]() When that is the case, the expense will go to both approvers, following top-down logic. You might have expenses that meet the criteria of two routing rules. Prioritize the Order of Approval Routing Rules Click Preview Rule to review the rule based on the settings you selected.Ħ. Customize the criteria for which expenses make sense to go to that approver.ĥ. Select an Approver who expenses of a certain type should be routed to before sending to the final approver.Ĥ. Scroll down to the Auto Approval section and click Add.ģ. Toggle the Always assign expense to a user's manager prior to routing option to Yes.įollow these steps to create an auto-approval rule:Ģ. Scroll down to the Auto Approval section.ģ. In your Admin sidebar, click Spend Policy.Ģ. However, you have the option to turn on manager approval routing, which ensures that all expenses are first routed to a member's manager before being routed according to any additional approval routing rules.ġ. ![]() If there are approval routing rules that apply to the expense, by default, the expense will not route to the member's manager before following the approval routing rules. In Abacus, expenses are routed to a member’s primary manager for review before going to the final approver by default if there are no approval routing rules that apply to the expense. The expense will follow the approval route in place at the time of Manager approval, regardless of changes made to an expense post-approval. ![]() Once an expense is approved by a Manager, it can no longer be re-assigned. Please also Note: If the approver is both a manager and an admin, his or her approval will be final and the expense will just require one layer of approval. Please Note: If you prevent people from approving their own expenses, make sure you don't create an Approval Route that routes someone's expenses to themselves. When an expense is waiting on this approval, it will appear in the Pending section for other Admins. Once these rules are in place, expenses will be routed to the specified approver first. Add additional managers to certain expenses for additional reviewĪpproval routing rules can be used to assign any number of reviewers to expenses, based on criteria that you can specify.Reassign certain expenses to a new manager.The primary use cases for Approval Routes are to: With approval routes, you’re able to add additional checks and balances to your approval workflow, based on the expense criteria that you select. Your team should use Approval Routing rules if you'd like certain expenses to be routed to the Inbox of a particular Manager - or Managers - prior to Admin review. Learn more about creating an expense policy. You can also create rules that will warn or block employees from submitting expenses or that auto-approve expenses based on certain criteria. The standard approval workflow allows you to assign both an Administrator (final approver) and an optional Manager, who can give expenses a “first pass” before they makes their way to the final approver. In Abacus, you can set up approval routing logic so that expenses are routed to an approver based on amount, member, Team Field, Expense Field, expense type (corporate card or reimbursable), and category. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |