How many levels of approvers can I set up? Additionally, reports over a certain dollar value need to be escalated to senior management, so how do I put this functionality in place?
You can designate the user’s primary approver via the Employee Importer or the Employee Administrator tool. You can set the second (and subsequent) approver using Employee Administrator. For example, in Employee Administrator, locate Approver A. On the Approving Manager page (Additional Approvers section), designate an additional approver. Then, all expense reports approved by Approver A will then go to Approver B. You can also designate Approver C to review all of Approver B’s approvals, and so on. You can use this same page in Employee Administrator to designate approvers for reports of a specified amount. Additional approvers and amount-related approvers can also be set by approvers using My Info. For more information, refer to the Employee Administrator chapter in the Expense Administrator’s Guide (available in the Learning Tools section of the administration page).
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