Activating Exceptions and Management of Exception Requests

Updated 2 months ago by Rim Ferchichi

On Expensya, there are 4 types of spending policies : 

The exception request is an option available only with the expenditure rule type: reimbursement by ceiling.  

The exception request can be accepted or rejected by the approver or the account administrator. 

The enabling of exceptions by the administrator: 

1. In the Admin tab, choose the Spending Policies sub-category  
2. Go to the Spending Rules page  
3. Click on Add a new spending rule. 

1. Set up your spending policy by following the steps mentioned in the following article: How to configure expense rules
2. In the 3rd step, check the Allow exceptions on all categories except mileage option  
3. Finally, click on the Add rule button 

Adding a secondary approver to manage exception requests   

Exception requests can be managed by the account administrator and/or the N+1 approver or by an additional approver:   

 To add a secondary approver, simply follow these steps  

1. In the Admin tab, choose the Users submenu  
2. Click on the user to whom you will assign the secondary approver 
3. Go to the Approval tab  
4. In the section Additional approval levels, put the name of the approver in the first field  
5. Click on None and choose Exception request  
6. Save your changes via the Update button 

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