Hey everyone, as a one man band over here, I'm looking for some advice on potential workflow modifications. We're using a standard 1 Up workflow, with intelligent Audit prior to manage approval currently. As we're continuing to grow headcount, we haven't increased the Concur backend capacity. It's just me handling the entire process, including the report processing. I can see a point in the future where there's way to to clear out all the reports week after week.
What I'm starting to consider is modifying our workflow to allow a specific set of reports to go through Audit, then manager approval and not require processing. But what I don't know is where the 'acceptable risk' line is. What criteria would be best to allow a report to skip past final processing and go straight to payment. I'm leaning towards a report total under our receipt requirement threshold. Maybe only if it's on our corporate card, cash would still require review.
Is anyone else using a workflow with similar criteria? If so, have you run into issues? Was the risk worth it? Did it backfire in the most spectacularly terrible ways? Let me know, I'd love to hear from others about their experiences, pitfalls, benefits and the like.
