Delegating approvals to a manager question - approving twice?

[kylea]

Hi all,

One of our staff(let's call them John) will be on leave for a while. Due to their role, they have set their delegation to their manager(I'll call them David).

I'm aware that invoices submitted by John cannot be approved by him acting as David.

However, I'm curious what will happen if John approves something above his limit and then tries to approve it again while acting as David. Does anyone have any insight as to what will happen here?

If this is a problem, I'm open to suggestions for better/best practice and other solutions.

For further clarification if neeeded:

John's limit is $2,000.

David's limit is $10,000.

Person X submits $5,000 invoice.

John approves the invoice, it escalates to David.

John switches to David, but can he still approve the invoice a second time?

[PoojaKumatkar]

Hi @kylea ,

In this scenario, John would be able to approve the invoice a second time while acting on behalf of David, and both approval actions would be recorded in the audit trail.
However, from a best-practice perspective, you may want to consider enabling the following setting in the Delegate Configuration section: "Restrict approvers to those with equal or higher authorized approver limit."

To enable this function follow this steps:

1. Go to  Administration > Expense > Expense Admin > Delegate Configurations; 
2. Choose the desired delegate configuration and click "modify";
3. Mark the "Restrict approvers to those with equal or higher authorized approver limit" checkbox.
4. Click "Save".

Enabling this checkbox ensures that users can only assign delegates who have an authorized approver limit equal to or greater than their own. Delegates with lower approval limits cannot be selected.

If this answers your query, then please marks solution as accepted.