AggieExpense: Ad-Hoc Routing

AggieExpense ad-hoc routing can be accomplished by following the instructions on this page.

To add an approver to a report:

  1. On the expense report page, click on Report Details → Report Timeline
  2. Click Edit, next to Approval Flow 
    Add Approver
  3. Click + Add Step to assign a new approver to the workflow before or after the desired step.
    Edit Approval Flow
  4. Enter the name of the added approver, starting with their last name. 
    Add name
  5. Click Save.

Note: when a report is returned for correction, the additional approvers are removed from the default routing. i.e. you'll need to repeat the process of adding approvers (if necessary).