Can COA Approval be set up to auto approve if under a certain dollar limit?

[KathMc]

Can Cost Object approval only be required over a certain dollar threshold? For example, all expense reports would require Manager Approval, but would only require COA if over $999.99.

[PoojaKumatkar · Accepted solution]

Hi @KathMc ,

Role Required - Expense Configuration Administrator (Unrestricted)

You can add skip condition in workflow as given below.

Testing Result:

Scenario 1: Report total is less than 1000 INR

Expected Result - Report should skip COA

Scenario 2: Report total is greater than 1000 INR

Expected Result - Report should go to COA approval

If this answers your query, then please mark solution as accepted.

[PoojaKumatkar · Accepted solution]

Hi @KathMc ,

Role Required - Expense Configuration Administrator (Unrestricted)

You can add skip condition in workflow as given below.

Testing Result:

Scenario 1: Report total is less than 1000 INR

Expected Result - Report should skip COA

Scenario 2: Report total is greater than 1000 INR

Expected Result - Report should go to COA approval

If this answers your query, then please mark solution as accepted.

[KathMc]

Hi Pooja...Thanks so much for your response!! This looks like it might be a good solution for us! Quick question though (since I am still a newbie to Concur); we have additional workflow steps following COA approval. If we add the skip step for COA, it will do just that, correct? Then move on to the next step in our workflow, which in our case, looks at account? 

[PoojaKumatkar · Accepted solution]

Hi @KathMc ,

Your understanding is correct. System will just check condition and if condition met it will skip COA and move to the next step that is processor.

If this answers your query then please mark solution as accepted.