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  1. Approval Routing
  • July 31, 2023 17:41
  • Updated

FAQ: Approval Routing

 

Approver Routing Basics

What is an Approval group?

How to create an Approval Routing Group

How to create an Approval Routing for Bills 

How to create an Approval Routing for payments 

How to edit or remove Approval Routing groups

How to add or remove a user from Approval Routing 

How to set an Approval Routing limit

How to export a list of Approvers within the Approval Routing

How many Approval groups can I create? 

 

Self-Approval

What is self-approval?

Can I Approve my own requests?

Is there a way to disable self-approval?

 

Common Questions

Why is an error appearing when trying to delete a user from approval routing?

Why do some Approvers have zero as their threshold?

Can I delete an Approval Routing group with pending requests?

What happens when I update Approval Routing groups?

What determines which Approvers display first on the drop-down for Approvers of the same level?

Why is my Approval Routing not adhering to the Approval threshold?

Why are orders going to the wrong Approver?

 

Approver Delegation

Can users Approve Delegated orders outside of their Approval Routing?

What Types of Approvals can be Delegated?

If a User has Approval Delegations Enabled, who receives the Notifications?

How to check if Approval delegation is turned on? 

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