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Question

Skip the need for Voucher Approvals for small amount vouchers

  • January 24, 2025
  • 1 reply
  • 29 views

JJäthing
Hero (Partner)
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We have many manual vouchers with small amounts that we do not want to bother approving. We do not want to give the users the option to select another voucher series for low amount vouchers as this will only result in mistakes.

Is there any way to set up the voucher approval process so that these low amount vouchers will be approved automatically?

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I think there is a way to work with how the functionality works that may or may not be palatable for you.

Add all users who will be entering vouchers as approvers with a max approval amount below your threshold

Add an approver assigning rule with a min amount above your threshold to assign the proper authorizer - that authorizer will get added to vouchers above, and no authorizer will get added below, your threshold. 

The person entering the voucher would then need to/be able to, add themselves as approver to vouchers below your threshold, and approve. 

They can’t add themselves to vouchers above the threshold and approve because they wouldn’t be part of the assigning rule.


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