Acubiz makes it easy to use power of attorney amounts for transaction approvals. This feature is available for both regular users (employees) and managers/approvers.
Approval Limits
Here’s an example of a user profile in Acubiz.
Approver Power of Attorney
What is the power of attorney amount for approvers when approving transactions in:
Maximum Approval in Acubiz
- This is the amount an approver can approve in EMS before the transaction needs to go to another approver with a higher power of attorney.
- The default amount is 999999 (in system currency).
Approval Flow
Here are the different approval flows available in Acubiz:
- Linear Approver (Standard approval flow)
- All transactions are sent for approval to the approver assigned to the user.
- If the power of attorney limit is exceeded, the approver's manager is consulted in the hierarchy.
- An approver with power of attorney can approve, regardless of their position in the hierarchy. Managers without power of attorney can be skipped.
- Linear Approval with Fixed Last Approver
- All transactions are sent for approval to the approver assigned to the user.
- If the power of attorney limit is exceeded, the approver's manager is consulted in the hierarchy.
- An approver with power of attorney can approve, regardless of their position in the hierarchy. Managers without power of attorney can be skipped.
- The user has a final approver who must approve after the approver in points 1/2.
- Linear Approval with Incremental Approval
- All transactions are sent for approval to the approver assigned to the user.
- If the power of attorney limit is exceeded, the approver's manager is consulted in the hierarchy.
- All approvers must approve until the last approver with power of attorney gives final approval.
- This means that approval may be required from multiple approvers before final approval is granted.
- Dimension Approval
- All transactions are sent for approval to the approver specified on the dimension (e.g., department, diet center, project).
- If the power of attorney limit is exceeded, the approver's manager is consulted in the hierarchy.
- An approver with power of attorney can approve, regardless of their position in the hierarchy.
- Managers without power of attorney can be skipped.
- Dimension Approval with Fixed Last Approver
- All transactions are sent for approval to the approver specified on the dimension (e.g., department, diet center, project).
- If the power of attorney limit is exceeded, the approver's manager is consulted in the hierarchy.
- An approver with power of attorney can approve, regardless of their position in the hierarchy. Managers without power of attorney can be skipped.
- The user has a final approver who must approve after the approver in points 1/2.
Employee Power of Attorney (De Minimis Limit)
To help reduce the approval workload for employees' direct managers, you can set a de minimis limit for when a transaction needs approval in EMS.
- The default is 0, meaning all transactions are sent for approval to the nearest manager/approver.
- If a specific amount is set, for example, 200:
- Any amount under 200 will NOT be sent for approval and will go directly to finance approval.
- Amounts over 200 will be sent for normal approval to the nearest manager/approver.
The amount is set per. user in Acubiz.
Changing the approval methodology requires an Acubiz employee to configure your Acubiz for the desired setup.
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