Out of office approval delegations

What’s New?

Finance teams can now make sure everything gets approved on-time with our new out of office approval delegations feature.

Set someone as out of office and all new and pending approval items are redirected to an adjustable delegate, so nothing gets stuck whilst they are unavailable.

This is available to all customers on our Premium and Enterprise plans.

Key Features

  • Manage approval delegations: Customise who has authority to approve when primary approvers are on leave or unavailable for an extended period of time.
  • Set users as out of office: Toggle on when any user is out of office and watch as all currently pending and new approval items are automatically redirected to their delegate.

Benefits

  • Ensure everything gets approved on-time, even when approvers are on leave
  • Unblock approvals currently stuck with an unavailable approver
  • Enforce better financial controls at scale

Getting Started

  1. Open an approvers user profile from the user management screen
  2. Select the approver’s delegate
  3. Toggle on out of office and set a start and end date
  4. All currently pending and new approval items will redirected to their delegate during the out of office period