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Joia
Occasional Member - Level 2

Difference between setting approval limit to zero vs unchecking authorized approver?

My company utilizes what we call "informational approvals" on expense reports or trip requests wherein a first-line manager has an approval role, but no fiscal authority associated with that role.  The request (or report) then flows up the workflow to someone with monetary approval sufficient for the amount.  The approval role is granted based on the parameters set in the HR system which flows into Concur nightly in an update.  If the position is listed as a supervisory one in the HR system, the approval roles (up at the top of the user profile) are automatically assigned.

 

top_roles.png

 

My question comes in about the ways to grant (or not grant in this case) any monetary authority with that approver role.  I know that if the monetary approval amount is left blank, that grants unlimited approval authority.  But I'm wondering what the difference is between inputting zero in that field versus just unchecking the lower "authorized approver" and making the approval limit and currency fields disappear entirely.  (Like for the Request Settings shown below - would the same thing be accomplished by just unchecking that "authorized approver" and making it go away?)

 

Joia_0-1751469092395.png

 

Sarah Gorman
Travel Operations Analyst
I've got my doubts.... but what if I'm right?
1 Solution
Solution
KevinD
Community Manager
Community Manager

@Joia entering zero in the Manager Approval Limit restricts that manager from having final approval authority for reports. They will review and approve reports submitted by those for whom they assigned as a default manager, but after their approval the report progresses in the workflow to the next authorized approver. 

 

I believe by unchecking the box, it would essentially accomplish the same thing. Of course, there are some nuances. For example, you can Restrict approvers to those with limit authority, which should bypass the user's default approver if they aren't an authorized approver or do not have a high enough limit. If you don't restrict this, then the default approver would get the report, approve it then move it to the Authorized Approver workflow step.


Thank you,
Kevin
SAP Concur Community Manager
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Solution
KevinD
Community Manager
Community Manager

@Joia entering zero in the Manager Approval Limit restricts that manager from having final approval authority for reports. They will review and approve reports submitted by those for whom they assigned as a default manager, but after their approval the report progresses in the workflow to the next authorized approver. 

 

I believe by unchecking the box, it would essentially accomplish the same thing. Of course, there are some nuances. For example, you can Restrict approvers to those with limit authority, which should bypass the user's default approver if they aren't an authorized approver or do not have a high enough limit. If you don't restrict this, then the default approver would get the report, approve it then move it to the Authorized Approver workflow step.


Thank you,
Kevin
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.
Joia
Occasional Member - Level 2

Excellent!  Thank you for your detailed response!

Sarah Gorman
Travel Operations Analyst
I've got my doubts.... but what if I'm right?