Reassign a Manager for Expense Approval

For more information on how to add managers to your team, check out this article on managing your team on the People screen.  

For Admins: Reassign an Expense to Another Manager for Approval

Admins have the option to add an additional layer to the approval flow by assigning each employee a manager in Emburse Spend. Once you've assigned employees a manager, any expense they submit will first appear in the manager's inbox for approval. Once approved by the manager, the expenses will be sent to the admin's inbox for final approval.   

Once an expense is Manager Approved it can no longer be re-assigned. The expense will follow the approval route in place at the time of manager approval, regardless of changes made to an expense post-approval.

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Occasionally, expenses may need to be routed to another manager for first approval. In this case, either the admin or the manager can reassign the manager on a per-expense basis.

In the expense's View Detail screen,  click the Reassign button, or use the keyboard shortcuts at the top of the screen. 

You'll be given the option to search for and select any member of the team who has previously been assigned manager or admin privileges.

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Once the expense is assigned to a new manager, an audit trail will make note of who made the change and who the new manager is.

For Managers: Reassign an Expense to a Different Manager 

Managers have the same option to reassign the manager on an individual expense. Rerouting the expense to a new manager will not permanently reassign the manager of an employee. Reassigning a manager pushes the expense from a manager's inbox into someone else's inbox for first approval. 

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