Title: Skip Final Expense Approvers in Expense Requesting
This best practice may be useful if you have configured your approval groups with a financial user as the final approver (for the purposes of confirming receipts, etc.), yet you do not care to involve that same user with any expense request processing.
What’s covered in this document:
Step 1: Click Admin > Setup > Approval Groups. Select Accounts Payable, Purchasing, or Time and Expense.
Step 2: Select +Approval Group to create a new Approval Group. Add a name and description, click Save. Add all pertinent approvers (and submitters) under the appropiate tabs.
Step 3: Configure the Approver’s Person Profile to be a "Zero Approver" by inputting "0" in the Approval Authority Amount field. Click Save.
Step 4: Navigate to Admin > Properties > Approval Process > Approvals and configure properties to Ignore Zero Approvers for Requests.
Step 5: Under both Enable Dynamic Approval Sequence and Skip Zero Approver check the "Expense Request" option. Both property settings need to be TRUE (selected) in order for this best practice approval workflow to ignore zero approvers in requests.
Note: In the event the zero approver is the only approver listed in the approval group, they will still be required to approve the expense request.
Help Docs - Expense Dashboard
Help Docs - Dynamic Approval Sequence