Expense Authorisation – Backup Approver
Installing this workflow tells Sense to send every expense request to the employee's line manager and secondary approver at the same time, so whichever one is available can approve or reject it. If there's no secondary approver, it goes to the manager alone, and if there's no manager either, it goes to every admin.
How it works
Set your Secondary Approver field then let Sense notify both approvers on every expense
To use the Expense Authorisation – Backup Approver workflow, simply add a Secondary Approver field to the Job Details screen using Screen Designer, populate it for each employee, and ask support to activate the workflow on your account.
Then, every time an employee submits an expense through the Expenses mobile app, Sense will automatically send it to their manager and secondary approver at the same time, where both are set.
If either one approves or declines, then the employee gets an email confirming the outcome.
More expenses workflows
See all expenses workflows
Common questions
What kicks this workflow off?
An employee submitting an expense request through the Expenses mobile app.
Who approves the request?
The employee's manager and secondary approver, notified at the same time when both are set. Either one can approve or reject it.
What happens if an employee has a manager but no secondary approver?
The request goes to the manager alone.
What happens if an employee has no manager?
The request goes to every admin, any of whom can approve or reject it.
What if an admin has no manager or secondary approver of their own?
Their own expense requests are auto-approved.