How to set up Approval Routing in Expense Reports?

Question

We are attempting to use the native approval routing for our expense reports and have had a few issues. One is if the role has more than create they are able to approve their own expenses and override the supervisor. We did find the solution to this issue is setting the permission level to create. With those permissions it would not allow us to reject an expense report however you can approve it. What am i missing within the setup to achieve this outcome.

1) Users should not be able to approve their own expense report, but still have the ability to void it in the event they need to update. No matter what center their role is using.

2) Supervisors to see only the expense reports they need to approve and have the ability to reject the report.

3) Accounting approval to only be completed after the supervisor has approved the expense report.

4) We noticed with the approval routing, you cannot see who the next approver is. So what is the hierarchy? If you have an expense approver and the expense is higher then their limit will it then go to their expense approver?

Lea Celosa Columna · Accepted Answer

I did some reading and here are the answers to your questions:

1) Have you tried enabling the Restrict Time and Expense preference for that role? For more information, you can refer to this article: "Giving Accounting Approval for Expense Reports" Answer ID: 8516

2) Refer to the above answer.

3) This is what the article Approving an Expense Report (Answer ID: 11106) says:

If you use Approval Routing, the supervisor or approver must have an expense approval limit greater than or equal to the amount of the report. If the amount is greater than the expense approval limit of the supervisor or approver, the report is sent to the next level of management. This continues until it is approved by an authorized supervisor or approver.

4) The above article says:

If an expense approver is specified for an employee, the supervisor is not part of the approval hierarchy.

P.S. If you use custom approval (workflow), you can see who the Next Approver is and have the ability to design your flow. For more information, you can refer to:

Using Custom Workflow-Based Approvals for Expense Reports

Answer ID: 24244