Activating Exceptions and Management of Exception Requests
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:
- In the Admin tab, choose the Spending Policies sub-category
- Go to the Spending Rules page
- Click on Add a new spending rule.
- Set up your spending policy by following the steps mentioned in the following article: How to configure expense rules
- In the 3rd step, check the Allow exceptions on all categories except mileage option
- 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
- In the Admin tab, choose the Users submenu
- Click on the user to whom you will assign the secondary approver
- Go to the Approval tab
- In the section Additional approval levels, put the name of the approver in the first field
- Click on None and choose Exception request
- Save your changes via the Update button