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Need a way to add an additional approver after the first approver (manager) approves an expense.

Businesses often have more than one level of approval for certain expense categories. This could be a result of the $ amount needing additional sign-off or to support other workflows like safety equipment, employee allowances, entertainment, training, continuing education etc. Tiers of approval may vary.

Use case: The employee's manager is required to approve all expenses before forwarding it on to an additional approver (if additional approval is required for the expense category).

  • Scenario 1 - the manager reviews and approves an expense for safety gear but is required to forward this expense category to an approver in HR (Receipt Status would be Pending Approval). HR has to check if the employee has used their annual allowance.

  • HR verifies the employee has not used their annual allowance and approves the expense (Receipt Status would be Approved).


  • Scenario 3 & 4 - the manager reviews and approves an entertainment expense for hockey tickets but is required to forward this expense category to an approver in HR. (Receipt Status would be Pending Approval).

  • Scenario 3 - the expense did not exceed the allowable threshold, so HR approves the expense as the final approver (Receipt Status would be Approved).

  • Scenario 4 - the expense exceeded the allowable threshold, so HR approves the expense but is required to forward the expense to another approver in Finance for an additional approval since the amount exceeds the allowable threshold (Receipt Status would be Pending Approval).

  • Finance approves the expense (Receipt Status would be Approved).

How this could work:

  • Approvers would be given a tool to forward an expense (after they approve it) to an additional approver (if additional approval is deemed mandatory for the expense category).

  • Manager approves & adds another approver = status is Pending Approval.

  • The first added approver approves & adds another approver = status is still Pending Approval.

  • The manager approves & all added approvers approve = Approved

  • This feature would maintain/save all approval information to date (if any) but allow users to add another approver so that the additional approvers have to complete their approval before it shows as Approved on the Expense Posting Dashboard.

  • If an item is rejected, an email is sent to the employee who submitted the item to notify them that the receipt was rejected. This email should copy all approvers so the approvers are aware of the rejection including the rejection notes and rejection owner.

  • Rejected items including rejection notes should be recorded in the Expense Report PDF and an audit log.

  • Nicole Krakoczki
  • Sep 25 2024
Company Troy Life & Fire Safety Ltd.
I need it... 1 month
  • Attach files

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