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thicks
Occasional Member - Level 2

How do I set up approver limits?

Need to limit the approval ability of some individuals to $500 or less.  These T&E's would have two approvers - $500 and less and over $500.

1 Solution
Solution
KevinD
Community Manager
Community Manager

@thicks Here is what you need to do. Turn on the Authorized Approver approval routing (see attached screenshot). Once you do this, go to Administration>Expense Settings>User Accounts. On the user account screen, click the last name of the approver you wish to limit. When the user details appear, scroll down to the bottom of the page. You will see some options with checkboxes. One option says Approve. Under Approve, you will see Can Approve and Can Limit Approve. Click Can Limit Approve, then enter the amount. You will need to do this with all the approvers that need this limit. 

 

Now, this is VERY important. When a user submits a report that is over $500, it will still go to their assigned manager. If that manager has the $500 limit, they will need to use the Approve and Forward option when they are reviewing the report. By clicking Approve and Forward, a window appears that requires the approver to search for another approver that has the ability to approve reports over $500. So, your limit approvers will need to know which other approvers can approve reports over $500. 

 

The other option is to use the Manager>Manager's Manager approval routing. This allows you to enter approval limits as I mentioned above, but instead of the approver having to search for and send the report to another approver, the system will route the report to that manager's manager. They system looks at the approval limit of the manager's manager, which should be higher than $500. So, for the first level approver you can set their limit to $500. But for the manager's of the first level managers, do not enter a limit so they can approve any amount. 

 

I hope this makes sense. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

3 REPLIES 3
Solution
KevinD
Community Manager
Community Manager

@thicks Here is what you need to do. Turn on the Authorized Approver approval routing (see attached screenshot). Once you do this, go to Administration>Expense Settings>User Accounts. On the user account screen, click the last name of the approver you wish to limit. When the user details appear, scroll down to the bottom of the page. You will see some options with checkboxes. One option says Approve. Under Approve, you will see Can Approve and Can Limit Approve. Click Can Limit Approve, then enter the amount. You will need to do this with all the approvers that need this limit. 

 

Now, this is VERY important. When a user submits a report that is over $500, it will still go to their assigned manager. If that manager has the $500 limit, they will need to use the Approve and Forward option when they are reviewing the report. By clicking Approve and Forward, a window appears that requires the approver to search for another approver that has the ability to approve reports over $500. So, your limit approvers will need to know which other approvers can approve reports over $500. 

 

The other option is to use the Manager>Manager's Manager approval routing. This allows you to enter approval limits as I mentioned above, but instead of the approver having to search for and send the report to another approver, the system will route the report to that manager's manager. They system looks at the approval limit of the manager's manager, which should be higher than $500. So, for the first level approver you can set their limit to $500. But for the manager's of the first level managers, do not enter a limit so they can approve any amount. 

 

I hope this makes sense. 


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

View solution in original post

thicks
Occasional Member - Level 2

Great! Thank you for your help.

 

KevinD
Community Manager
Community Manager

@thicks no problem. Happy to help.


Thank you,
Kevin Dorsey
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.