Approval Rules

Anne Cossentine
Anne Cossentine
Fifth Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
We are looking to start using the FE NXT Expense module.  In beginning to set up approval rules, it looks like we are limited to amount and approver.  Is there no way to set up approvals by Division and or Location code?  That is how our costs are budgeted and how we would like to establish approval parameters: by Location/Division/Amount.  Is this possible?

Comments

  • Chuck Jonas
    Chuck Jonas
    Fifth Anniversary Facilitator 1
    No, you can set up as many rules as you like. Just give each one an appropriate name, depending on the division or location. Then for each one, when you specify the amount, you can set the persons and sequence of the approvals for that rule. So, for example, for Division A, anything over $0 will go to Person 1, Person 2, and Person 3. But for Division B, it will go to Person 4, Person 5 , and Person 6, etc.
  • Anne Cossentine
    Anne Cossentine
    Fifth Anniversary Facilitator 1
    Thanks Chuck.  Unfortunately that won't work for us.  The whole point would be to have system-driven approvals based on our division codes.  Having a long list of approval rules that users need to scroll through to find the right one for their division would be too cumbersome.  We were looking to set up one default comprehensive rule that could handle routing by 1) Division 2) amount then 3) person.  

    Ex: Div/Threshold/Person

    310/0-999/John Doe;310/1000-4999/Jane Doe;310/>4999/Fred Smith

    Such that for Division 310, expenses under $1,000 go to John Doe, those between $1,000 and $5,000 go to Jane Doe and those $5,000 or more go to Fred Smith.

    We would then layer this for all our Divisions (and Locations ideally) within one "DEFAULT" rule.


    Anyway.  We'll have to continue routing most of our approvals outside the system for now and maybe just run the final approvals through NXT.

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