Currently if one approves on a sequence with multiple approvers for an expense it approves for all even though we have it set to non optional. It would be great to have this feature to require several on the same sequence to approve and speed up the approval process. This would allow the setting to still be in effect (Hide Pending Expense Items Until Lower Sequences Have Approved ) but also allow for more flexibility and speed up the approval process when having multiple managers approving expenses. This "allow up level approval" is actually working in invoice review, it would be nice if the feature was working for expenses.
Donavon Klug
| Company | Slaton Bros Inc. |
| Job Title / Role | Internal Operations Manager |
| I need it... | Yesterday...Come on already |
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Agree completely on this suggestion, its crazy that this isn't already a feature. The approval process in general leaves a lot to be desired.
Sorry, i just repeated what viewpoint support had said when i was told that this wasn't currently supported in the portal for expenses. Here is the comment from support
"Thank you for reaching out to support. This behavior is expected, the Portal does not use the 'Allow Up Level Approval', and when a user in one sequence approves an expense, it approves for that whole sequence. "
So all said, that would be terrific to allow this functionality for expenses :)
Hi Donavon,
Invoice Review already has this functionality, so we would only need to add this to expense approval for the user assigned invoice reviewer groups or the job assigned invoice reviewer groups. What do you mean by "up level approval"?
Thanks!
Would this work with the expense reviewer groups that are assigned in the portal on the user? So any HQ reviewer group (invoice type) that is assigned in the portal would have this functionality for invoice review and expense?
Hi Donavon,
Thanks for adding this suggestions!
If we supported the optional checkbox on the invoice reviewer groups and made all of the other reviewers required, would that meet your needs?