Default Approval Rule for Admins in Expense Management

Dan Hout-Reilly
Dan Hout-Reilly
Kudos 4 Fourth Anniversary Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

The defaut approval rule in expense management for Admins has just started being used when copying an invoice request. Its already annoying and inefficient that Admins default to Self Approve no matter what their defualt appoval rule setting, but now when copying previously entered invoice requests, the approval rule from the copied invoice request is being overridden and Self Approve is entered as the default. I've accidentally self approved 3 invoices in the last hour alone! Was this change on purpose?

Answers

  • Sylvia Cook
    Sylvia Cook
    Kudos 5 Fifth Anniversary Name Dropper Participant

    I remember having that happen long ago. I think it was always did that. In user setting I don't allow anyone to self-approve.

  • Kerryn Schwarz
    Kerryn Schwarz
    Seventh Anniversary Kudos 1 Name Dropper Facilitator 1

    I am having the same issue! It is problematic. And I wish they would give admin's access to edit incorrect info when doing approvals, like typos or wrong dates.

  • Tammara Koppen
    Tammara Koppen
    Third Anniversary Name Dropper Facilitator 1 Boomerang (2024)

    I am having the same problem. I have accidentally approved 3 invoices. Then you have to go delete it and start over. We don't let anyone self approve also.

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