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Expense Approval based on Line Manager, Department Manager and then CFO

in Expenses 1 comment

Summary:

Hi Team,

Currenty I have configured two types of Expense Report Templates - One is for Employee allowances and other for Misc. Expenses. For Expenses related to allowances, I have configured Cost Center based approvals which are working fine. Now for Miscellaneous Expenses I want to configure approval hierarchy as below

  1. First Approver = Line Manager of employee (In Person Management we assigned Line Manager and Department to Employee)
  2. Second Approver = Department Manager(In Manage Departments we added Cost center record and added Manager there)
  3. CFO/CEO

I want to understand how to configure(Approval rules, groups, logics) for this type of requirement so that new approval configuration will work and there wont be any impact on existing approvals( . It will be good if any user case or setup document is readily available.

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