Manage and edit the regular approval flow

The Continia User Setup includes options for granting extra permissions to certain users, typically assigned to admins or accountants.

As an Approval Administrator, users gain permission to:

• forward and delegate an approval if the configured approver is unavailable
• specify additional approvers for a submission
• force the approval a submission to bypass the configured approvers and limits

When Can Edit Approved Documents is enabled, users gain the permission to make corrections or add forgotten details to some fields of submitted documents even after approval.

Delegate an approval as an Approval Administrator

To forward a pending approval from one approver to another, open any of the submission lists, and select Actions > Functions > Forward Approval.

The Delegate to User page will open. Here you can select which user will approve the submission instead of the configured approver. Simply select the user, and then select OK.

A submission can only be forwarded if its status is Pending Approval. If there are several approvers for one submission, only the approval entry with status Open will be forwarded. To check if a submission has several approvers, simply select the value in Approval By on any of the submissions list to open the Approval Entries page.

Add an approver as an Approval Administrator

From the approval entries page, the approval administrator can require additional approval for a submission by selecting Add Approver and then choosing an approver from the list.

Force approval as an Approval Administrator

A submission must have the status Open for the Force Approval action to be available. Normally, you must reopen a submission in order to force approve it. To reopen a submission, select Action > Functions > Reopen on any of the submission lists.

Once the submission has the status Open, select Action > Functions > Force Approve.

Can Edit Approved Documents

The Can Edit Approved Documents permission lets a user edit some of the fields on an approved submission. This function can be helpful when you want to change a field, such as the G/L Account or the dimension, or if an expense user forgot to enter some minor details that you want to correct.

Use the Edit action to open the submission to see which fields you can correct or add to. The editable fields are white while the noneditable fields are grayed out. Users who don't have the permission to edit approved documents will have all fields grayed out.