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Application of approving power of attorney amounts (EMS and IMS)

Kasper Brøckner
Updated

Acubiz supports the use of power of attorney amounts in relation with the approval of transactions in flow. This applies to both ordinary users (employees) and managers/approvers.

 

Approval limits (EMS) Expense

Example of a user profile in Acubiz.

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Approver power of attorney.

How big a power of attorney does an approver have for when approving in:

Maximum approval in Acubiz Expense

  • Amount for how much the approver can approve for in EMS before the transaction is forwarded to another approver with a power of attorney amount that can approve the transaction.
  • Default amount is 999999 (in system currency)

Approval flow.

The following approval flows are available in Acubiz expense (EMS)

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  1. Linear approver (Standard approval flow)
    1. Everything is sent for approval to the approver specified on the user.
    2. If the power of attorney is exceeded, the approver's approver is found in the hierarchy
      1. Approver with power of attorney approves, regardless of part of the hierarchy. The nearest manager (s) can be skipped if they do not have a power of attorney.
  2. Linear approval with fixed last approver
    1. Everything is sent for approval to the approver specified on the user
    2. If the power of attorney is exceeded, the approver's approver is found in the hierarchy
      1. Approver with power of attorney approves, regardless of part of the hierarchy. The nearest manager (s) can be skipped if they do not have a power of attorney.
    3. The user has a final approver, who must approve AFTER the approver in point 1/2
  3. Linear approval with incremental approval
    1. Everything is sent for approval to the approver specified on the user
    2. If the power of attorney is exceeded, the approver's approver is found in the hierarchy
    3. All approvers must approve until the last approver with the power of attorney finally approves.
      1. Can therefore land for approval by several approvers until final approval.
  4. Dimension approval
    1. Everything is sent for approval to the approver, who is specified on the dimension (eg department / diet center / project)
    2. If the power of attorney is exceeded, the approver's approver is found in the hierarchy
    3. Approver with power of attorney approves, regardless of part of the hierarchy.
      1. The nearest manager(s) can be skipped if they do not have a power of attorney.
  5. Dimension approval with fixed last approver
    1. Everything is sent for approval to the approver, who is specified on the dimension (eg department / diet center / project)
    2. If the power of attorney is exceeded, the approver's approver is found in the hierarchy
      1. Approve with power of attorney approves, regardless of part of the hierarchy. The nearest manager (s) can be skipped if they do not have a power of attorney.
    3. The user has a final approver, who must approve AFTER the approver in point 1/2

Employee power of attorney (de minimis limit)

To remove some of the approval work for the employees' direct manager, you can set a trivial limit for when a transaction must be approved in EMS (Expenses).

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  1. Default is 0 = everything is sent for approval to the nearest manager / approver.
  2. If an amount is specified, eg 200
    1. Anything under 200 is NOT sent for approval but goes directly to finance approval
    2. Everything over 200 is 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.

 

Maximum approval in Acubiz Invoice

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  • Here is an amount for how much the approver can approve in IMS before the transaction is forwarded to an approver with a power of attorney amount that can approve the transaction.
  • Based on hierarchy in the user setup - who is the approver for whom!
  • Default amount is 0 (in system currency)

The following approval flows are available in Acubiz Invoice (IMS)

  • Permanent approver 
    • The approver you put on the invoice can approve (no power of attorney taken into account)
  • First and last approve
    • Applied approver on invoice / supplier must approve and find it possibly. last in the line of approvers who have power of attorney and must be approved by the last
  • Last approver
    • If the approver on the invoice does not have the approving power of attorney, the last approver in the row with the power of attorney is found, who as the final approver and only approver.
  • Step-by-step approval (standard approval flow)
    • All approvers must approve until the approver with a power of attorney is found, who therefore finally approves.

Changing the approval methodology requires an Acubiz employee to configure your Acubiz for the desired setup..

 

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