Can users approve their own purchases?
Users can't approve their own purchases in ExpensePlus.
This is still the case even if they have been given permission to approve on others' behalf or they are a Finance Team user.
In this article:
Why set backup approvers
Setting backup approvers for each fund's expenditure categories provides accountability for when the person who submits a purchase is also the primary approver.
If no backup approver is set for a category and the purchase submitter is the primary approver, the purchase will either:
- Await approval by other approvers
- OR be auto-approved
You can choose which of these will happen by editing your approval settings for your organisation.
How approval works when a backup approver is set
- Purchases will go to the primary approver of the category they are assigned to.
- If the submitter of that purchase is also the primary approver, the purchase will automatically be assigned to the backup approver of the category instead.
Setting a backup category approver
Backup category approvers are set in the category settings screen.
Click on the expenditure category and select a backup approver from the drop-down menu.
If you would also like to prevent spouses from being able to approve their partner's expenses, click here to find out how to do this.
To help you better understand the Approvals module, please visit the module overview page here.