Missing Receipt Affidavit Approval Workflow

Wishlist
1

I would love to see an option to incorporate the missing receipt affidavit policy exception into the approval workflow to include a second approval level. Thanks!!

2

Hi Michelle! Is there a specific challenge you’re hoping to solve with this additional approval step? I’d love to better understand, so I can share your feedback with our team!

While it might not be exactly what you’re looking for, I did want to make sure you’re aware that you can customize your general expense approval workflows by going to ‘Expense policy’ → ‘Expense approvals’. From there, you can set up multi-level approvals for transactions across the board.

Thanks again!

3

Hi Charlotte, thanks for the reply. In order to be SOX compliant, our Finance leader has to approve any and all missing receipt affidavits, in addition to the employees direct manager. At the moment, we have an alert setup to notify the admin that the receipt has “Missing Receipt Affidavit” in the text and we are manually adding this second layer of approval each time. Thank you!

1 Like