Get rid of auto approve

[tlisnich]

Hello - Does anyone know how to undo having invoices auto approved if they sit for an extended amount of time with an approver?  We have a custom workflow and it gets a little complicated so hoping we dont need to use skip steps, etc.

[PoojaKumatkar]

Hi @tlisnich ,

You can setup approval time expire action as 'No Action' or select any other suitable action in workflow. If selects 'No Action' then invoice will remain in approver's queue until they approve, or Invoice owner recalled.

May I know what workflow you are using? Cost object or something?

[tlisnich]

thanks for the reply! we are using a custom workflow as well as leveraging cost objects.

[tlisnich]

Where is this dropdown menu you are showing in your reply?

[PoojaKumatkar]

Hi @tlisnich ,

If you are not aware of this setting, then I'm assuming you must be using standard edition. Is that correct?

This below setting is available in professional edition, workflow 1st page. 

Regarding cost object workflow and auto approve scenario - How it works:

The system continuously searches for the designated cost object approver. If the cost object approver is not found, the system will then check for the approver at the next higher level in the hierarchy and will keep moving up the hierarchy as needed.

Example:

Company - Approver 1 (Limit 500 USD)

      Department - Approver 2 (Limit 300 USD)

             Cost Center 1 - Approver 3 (assume it is missing - Limit 200 USD)

Expense Report Total = USD 150

Taxi - USD 150, allocated to - Cost Center 1

Workflow: 

Scenario 1: If approver is assigned in workflow:

User submits report >> Cost Center 1 (Approver 3) >> Expense Processor

Scenario 2: If approver is missing in workflow:

User submits report >> Cost Center 1 (Approver 3 will be skipped/auto approve and it will directly pick up Approver 2) >> Expense Processor

If you are using standard edition, then below settings are not available in it.

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

[StacyH · Accepted solution]

Hi @PoojaKumatkar & @tlisnich,

In the Professional edition of Concur only users who have taken & passed Advanced Configuration Training (which is a paid training) would have access to make changes to areas such as Workflow, Forms & Fields, etc.

Post implementation, once live in the system, most clients would need to create a Support Request to request a change to workflow settings. I hope this helps!