Additional Approver for Specific Expense Type

[alexis-kruse]

We have a specific expense that requires approval both from the employee's manager and from someone in HR.  What is the best way to implement this kind of rule?  Thank you in advance.

[PoojaKumatkar]

Hi @alexis-kruse ,

Step 1:

Create Audit rule to identify such expenses which need approval from HR. 

Event = Expense entry save

Example: 

Expense type = Hotel

OR 

Expense type = Tax

OR

.

.

. so on

Exception code = HRAPR

Exception Level = 1 

Msg = Additional HR approval is required for this expense type.

Step 2:

Go to workflow and add HR step in workflow as shown below in 1st screenshot.

2nd screenshot - HR step should skip for those expenses which doesn't require any HR approval.

3rd screenshot - expenses which need HR approval will get routed to the specific person which you have added in workflow under change approver step.

[jps]

very good Pooja!