Question

AP Bill Approval for Employee Expenses

  • 6 September 2023
  • 1 reply
  • 36 views
M
Userlevel 1

We use AP Bills to track and pay employee expenses.   We use an approval rule to route the expense to the appropriate approver based on the detail provided in the AP Bill Transaction line.  We have found that on occasion Sr. Managers are asked, through our approval process, to approve their own expense reports. 

Could someone please provide me with an approval routing rule so that an employee (vendor) cannot approve their own expense report.

Thanks!

1 reply

Laura02
Rank
Badge +18

Hello @markagnew ,

One idea that may work is to route Expense Claims for Approvers to one distinct person in the organization who approves only expenses for Approvers, such as owner of your company or CFO.

  1. To existing Approval Map conditions, add a condition that excludes the Employee Vendor IDs who are Approvers:
Exclude Employee Vendor IDs along with existing routing Conditions, route to normal Approvers.
  1. Add a new Rule that uses the same existing Approval Map Conditions that you started with, and to this new Rule’s condition, add a condition that includes only the Employee Vendor IDs who are Approvers. This rule will have a Different Approver on the Rule Actions tab, such as owner of your company or CFO.
Include Approver Vendor IDs only and route to CEO on Rule Actions tab.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~

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