How does assignment of Approving officers work in JustExpense?

Introduction

This article will give an idea of how the expense admin can assign someone as an approving officer for each JustExpense User.

First, here are the definitions of each role pre-listed in our system.

  1. Submitter – Creates expenses and submits reports.
  2. Approver – Submits and approves expense reports. Cannot access Expense reports approval access.
  3. Expense Admin – Unrestricted access to features of the Expense module.
  4. Super Admin – Unrestricted access to all modules.

A submitter can either have the approver, expense admin or super admin as his/her official approving officer.

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An Approving Officer can either have the approver, expense admin or super admin as his/her official approving officer. There is also an option to assign someone as a Forwarding Officer who will be the last approving person. This can either be blank or has someone assigned to complete the workflow.

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An Expense Admin can either have the approver, expense admin or super admin as his/her official approving officer.

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A Super Admin can either have the approver, expense admin or super admin as his/her official approving officer.

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Please note that the last level of approval will still be the Expense admin or Super admin who has access to reimburse the expense or not.

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