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Change the expense report approver

Hi. If we have an employee that sent an expense report claim to the wrong approver, can we have the option to reverse this?

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AdminUserVoice Admin (Admin, Dext) shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  AdminAnna (Designer, Dext) responded  · 

Hi there,


We released a fix for this 🎉


The enhanced expense claims approval experience, which was launched this week, will automatically route expense claims to the right person based on the approvals settings.


Just go to settings to set up new workflows for the new expense claim approvals experience.


This means it'll be less likely to need to change the approver once it's been submitted. But if you do need to change them you can do in settings to make it smoother.


Also, now you can take expense claims out of the approval process by clicking 'edit' or 'reject'.


Enjoy

Anna

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  • Kristy Ireland commented  ·   ·  Report

    It would be VERY helpful to be able make 2 updates to how reports are approved:
    1) To resend an Expense report for approval. These requests get lost in email inboxes frequently and is tedious for the approvers to have to search their inbox. Resending the request to bring back to the top of their inbox would be much less work.
    2) To be able to change the approver on a report that is 'Waiting'. Multiple reasons why this would help!
    First if the Approver is no longer with our company or unavailable. Secondly, the employee's direct report may have changed. Having to delete and re-create a report leaves room for things to be missed.
    Thank you for considering these suggestions!

  • David Chan commented  ·   ·  Report

    We've only been using the system a few weeks and this situation has already happened. The current resolution to delete and remake the expenses report is very clunky and not very efficient for the users. Would be great if this enhancement could be made.

  • Diane Grant commented  ·   ·  Report

    can not have multiple approves, publishing does not show approvers, can not change approver once assigned - have to delete and resubmit

  • Anonymous commented  ·   ·  Report

    Hi, I have suggestion If we can amend the Expense Report Approver after Submitting for Approval it would be nice sometime, we may submit to wrong person in this case we can't amend anything after submitting the approval if you all could bring this feature it might help us, we don't have to delete the Expense report and re submit it again.

  • Paula Azocar commented  ·   ·  Report

    Approval status and approver showing in the expense report

  • Kathy Parker commented  ·   ·  Report

    Need the ability to change expense approver once an expense report has been submitted