Exception Approval

[Harsha]

Hello All,

Our company is implementing Concur. We have created audit rules to identify exceptions and some of these exceptions can be overridden when approved by a senior executive in our company. I am unable to setup this approval routing in Concur. 

Our current approval workflow is Employee>Manager>AP>Payment. In case of exception, I would like the approval workflow to be Employee>Manager>Senior Executive>AP>Payment.

Please let me know how do I set up this approval workflow.

Thank you in advance

Harsha

[KevinD]

@Harsha Is it a specific exception that will cause the extra approval or are there multiple exceptions that will cause the Senior Executive to have to approve the report? 

[Harsha]

Hi Kevin,

Any exception set at level 99 can be overridden with senior executive approval. So it is for all exceptions.

Thank you,

Harsha

[KevinD]

@Harsha I'm sending you a private message. 

[Orit_Dor]

This  can help you

under the step rule >add a condition for the exception code

under Eule Action> add a skip step

so - if there is no exception the step will be skipped 

[KevinD]

@Orit_Dor the issue is @Harsha wants 99 level exceptions to be overridden, but an approver cannot see 99 level exceptions because they block the user from submitting. 

[Orit_Dor]

correct 99 exception can not be submitted.... 

[Harsha]

Thank you @Orit_Dor . This is helpful.

[jmr101]

We have something similar - our normal workflow is just line manager, but certain exceptions require approval by the cost center owner. We use an exception value of 75 for these exceptions - so they don't block the report from submitting. Then in the workflow we have the cost object approver step (after line manager) which is set to skip if the report contains no exceptions >= 75.

Hope that helps,

James

[KevinD]

@jmr101 @Harsha I spoke with a colleague about this issue. His recommendation is exactly what you mentioned. It is probably the fastest and least complicated option for needing an extra approval. 

Well done James. 

[Harsha · Accepted solution]

@jmr101 @KevinD Thank you for the updates. I spoke with our Concur implementation manager and they are looking into it. As both of you mentioned exception level 99 cannot be submitted. We decided to use exception code 50 for exception approval. 

The implementation manager is currently looking into workflow as we need additional layer of approval in the event an employee allocates their expense to another cost center for which their direct manager do not have approval authority. I have mentioned the workflow path below when an expense is submitted with exception and employee manager do have have approval authority for the cost center selected.

Employee > Employee manager > Cost Center Manager > Exception Approver > AP > Payment.

Thank you,

Harsha