Send back 1 level on workflow

[melkorbane]

Our approval workflow right for both Invoice and Expense goes: approver 1 reviews for business purpose, processor codes, then accounting manager approves coding/GL account/allocation (approver 2). Problem is often times the accounting manager wants to change the coding, but is unable to send back just 1 level back to the processor; instead they only have the option of sending the entire thing back to approver 1.

I'm wondering if there is a way to set up the roles/workflow such that the accounting manager can send the invoice or expense back just to the coder. Maybe by making the accounting manager processor 2 with processing manager role? Or by making the coder a cost object approver?

So in below, person 3 would like to send an invoice/expense just back to person 2 to fix coding instead of having person 1 re-approve.

[KevinD]

@melkorbane there isn't an option to Send Back to previous workflow step. Making the coder a Cost Object Approver could work. You just need to make sure that all the fields the coder would need to update are set to Modify. This might also require you add a Cost Object Approval step to your workflow. This could be added after the Fund Authorized Approver step.

I'm trying to think if there would be a way to Skip the Cost Object step if no changes need to be made. You might have to add a custom field for the Approver 3 to make a selection and build a skip step off of that custom field.