When we update an approver, any new transactions after that change will automatically reflect the new approver. However, if we want to update all transactions for a specific individual including those that took place before the change, we need to manually update each transaction. It’s not difficult, but it can be quite time consuming, especially when there are over 50 transactions to update…
Currently we search an employee’s name, open a transaction, add the new approver, and then remove the old one. Then click into the next transaction from the left side view of all the employee’s expenses. I was wondering if there might be a way to bulk update the approver for all of an individual’s transactions at once. For example, when we update an approver for an employee, could we have the option to update all previous transactions to reflect this change? Thank you very much!