Situations may arise where an approver has costs for approval but that the expenses should be moved to another approver. It could be the following scenarios:
- The approver want another to approve the expenses
- The approver are on holiday
The approver is on sick leave
The approver is stopped
... or other
Note: Use the Out Of Office feature in case of vacation or illness.
Go to FINANCE => DOCUMENTS => AT APPROVER.
- Select the approver that has the expenses
- Select the employee the expense comes from
- Select the expenses to be moved to another approver
- Click the Change approver button at the top
- Select the new approver
- Press OK.
The transaction will be moved to the new approver.
Note that a change of Approver can trigger an e-mail with information for the new approver that there are new transactions to be processed.