Each budget request details the necessary approval workflow for the specific budget type (e.g., General Purposes, Subscription, Travel, and Reimbursement) as defined by the company's Admin.
An approval workflow may consist of multiple steps, each potentially requiring different approvers, with or without conditions.
The 'Approvers Component' updates promptly once the request enters the approval process and whenever the relevant individuals involved take action. For instance, if a conditional step is unmet, it will be marked as 'not required.' Similarly, if a user from a step involving a group approves, their name will be displayed next to the respective step.
The following table summarizes the icons used in the 'Approver's Component'. Â
Approved |
|
Skipped (condition not met) | |
|
Waiting for approval |
|
Not reached yet |
To track the status of your requests, navigate to Cards and Budgets >> Virtual Cards >> Pending approval and click on the ⓘ icon to present the approver component.
Note: the page may include a link to approvals that need your attention as an approver.
If a step of a request has not been approved yet, utilize the in-app messaging to communicate with the individual (or group) responsible for the relevant step.
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