Use this approach when your usual approver is on leave, absent, or temporarily unavailable and their pending claims need to be actioned. The person covering must have the Approve on Behalf permission set up on their profile by an administrator — this must be configured before the approver becomes unavailable.
The Approve on Behalf permission must be set up in advance. If it has not been configured before the approver goes on leave, their claims cannot be actioned until an administrator adds the permission. To set this up, go to Settings → Users, open the covering user’s record, and enable Approve on Behalf.
Once the permission is in place, the covering user can access the approver’s queue as follows:
In Access Expense, click Approval in the left-hand side menu.
The Approve For option is on the right-hand side, below the Last Action Date search options.
Select one of the users already available.
Or click the magnifying glass, search for, and then select the appropriate approver.
This loads a list of expenses assigned to this approver for action.
Already-submitted claims: Once a claim has been submitted, it is not possible to change the approver assigned to it. If the Approve on Behalf permission is not available for a covering user, the options are: (1) ask the claimant to unsubmit the claim, update the approval route to add a temporary approver, and resubmit, or (2) contact Access Support if neither option is available.