嘿@cotestacey,在某种程度上,是的,但不是你提到的确切术语。在将报告发送到Concur中的处理器之前,我们仍然需要得到经理的批准,然后从处理器中分批付款……
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嘿@cotestacey,在某种程度上,是的,但不是你提到的确切术语。在将报告发送到Concur中的Processor之前,我们仍然需要得到经理的批准,从那里将报告批处理出来进行付款,但是我们确实在许多领域使用了预批准步骤,然后才将其提交给实际的经理进行批准。此外,在我讨论太多细节之前,我们在审批路由设置中使用了[Manager > Authorized Approver > Processor]选项。我们在美国各地有很多分店,其中一半以上都采用了财务预审批流程(这不是必需的)。基本上,预先审批者是在Concur中设置的,审批限制为$1。然后将它们设置为该位置所有员工的默认审批人。当员工向他们提交报告时,他们要确保正确的编码符合预算,询问进一步的信息(商业目的,评论等),检查收据,并确保一切都井然有序。在这一步之后,预审批者使用Approval Flow菜单选项将报告发送给员工的主管进行审批。我们使用审批流程菜单选项,在授权审批步骤(而不是审批&转发)之前添加一个用户添加的审批步骤,以避免审批限制的问题。如果预审批人试图将报告发送给具有“批准&转发”功能的经理,并且该报告超出了经理的批准限制,那么他们将无法执行该操作。 This way, they manager can still approve it, but it will still progress onto their own approver if their authorization level isn't high enough. It has worked pretty well for our organization, but it is very manual process. The pre-approvers must maintain a list of employee-supervisor relationships on their own, and they are entering in that info manually for each report that they approve. We have previously talked to Concur about building a customization where we can assign this to be automatic, and may pull the trigger on that this year. The customization would allow us to assign two approvers per user, and the approval flow will be unique, even if the pre-approver is the same for lots of users. This would be different than the [Manager > Second Approver > Processor] option, as it will still employ authorization levels, and the [Manager > Manager's Manager (up to 5 levels) > Processor] option, as the pre-approver's manager will mostly not be the submitter's manager. Anyway, that's what we do. Hope that's helpful. Let me know if you have any questions; thanks!