How can I enable users to approve purchases on the budget holder's behalf?
ExpensePlus allows users with the appropriate User Role permissions to approve purchases on behalf of others. Therefore, if a budget holder (Primary approver) is away on holiday or sick leave, others can cover their approval responsibilities.
This permission is set on the Manage User Roles screen.
When a Purchase is submitted but not approved the same day, ExpensePlus will send out a daily notification at 7am to the Primary approver until the outstanding purchases have been approved.
Top tip: If a primary approver is due to be away for a prolonged period of time, and it is not possible to cover their approval responsibilities on a daily basis, it may be worth temporarily updating the expenditure categories to replace the primary approver.
To help you better understand the Approvals module as a whole, please visit the module overview page here.