Change Approver Limit

[camilleranne]

Hi,

One of our managers want to increase the approval limit/threshold for expense reports that goes through him.  Currently, our service techs' reports that are over $5k goes to their direct manager then it goes to our director for approval. Our director wants to raise the threshold to 10k, as he is seeing a lot more expense go through him now.  Our admin, check his profile setting and his "Manager Approval Limit" is 10,000, so not sure where else we can change this setting for him.

[cjmarimo]

Hello @camilleranne ,

Have you validated whether there is a rule in the workflow that controls routing starting from $5,000?

For Expenses, we use two workflows, but we don’t have any amount control: one for expense reports and another for cash advances.

However, in Request, the workflow we use controls routing based on amount, meaning that if a certain threshold is exceeded, it is sent to a second approver.

Go to Administration > Expense > Expense Admin > Workflows

Expenses - Workflows

Hope this helps! ✔️

Best Regards,
CJ

[KevinD]

@camilleranne so I am sure I understand the issue...the Director wants the approval limit of the service techs' manager to be increased to 10k so that the Director has less approvals to take care of, is that correct? 

Are you saying that after you increased the service techs' manager limit to 10k, the Director is still getting those reports? The increase to 10k should fix the issue. The workflow likely has the default manager approving first, but now since that default manager has an increased limit, that should handle both the default approver step and the authorized approver step. 

I'm just not clear if you post is about an issue or if you are simply asking if the increase to 10k is all that is needed. 

If you could clarify, that would be great.