Sometimes, an approver might have expenses that need approval, but those expenses should be transferred to another approver.
| ℹ️ Changing the approver on a user's profile in Acubiz applies only to future transactions. This means that any active transactions associated with the user, whose approver has been changed, will remain under the responsibility of the previous approver. Therefore, it is advisable to verify whether there are any active transactions. If the ongoing transactions are to be approved by the new approver, it is essential to update them accordingly. See Updating User Data on Transactions in Flow |
Here are several instances in which this may be applicable:
- The approver wants someone else to approve the expenses.
- The approver is on vacation.
- The approver is on medical leave.
- The approver is unavailable.
- ... or other similar reasons.
ℹ️Here's how an approver can activate the Out Of Office function in Acubiz >>.
Start by going to FINANCE
DOCUMENTS => AT AUTHORISER.
- Find the approver linked to the expenses.
- Select the employee who submitted the expense.
- Pick the expenses you want to reassign to a different approver.
- Click the Change approver button at the top.
- Choose the new approver.
- Click OK.
The expenses will then be moved to the new approver.
After this, the transactions will be handled by the newly assigned approver and can be approved as usual.
Comments
0 comments
Please sign in to leave a comment.