How to create a project specific expense approval path

  • 2
  • Idea
  • Updated 1 year ago
  • Not Planned
Is it is possible to set up a project specific expense approval path. I.e. this would not be globally applied to all users - rather, for a specific project, how could we establish an approval path that applies only to that specific project.
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Susan Mann

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Posted 3 years ago

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Lingaraj Dharwad, Product Champion

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Hi Susan,

Thank you for posting in the Replicon community.

Right now we don't have a way to setup project specific expense approval path. Expense approval path can right now, be only setup, based on roles like project manager and supervisor.

So if a user submits an expense sheet for approval, it will go that specific project manager for approval, provided approval path contains project manager as one of the levels. 

Regards,
Lingaraj
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Cheung, Maria

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I would also like a way to create a project specific expense approval path.  Anyway that can be done?
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Aashnee Kamboj, Community Moderator

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Hi Maria,

Unfortunately, we currently don't support project specific expense approval paths. What we do support is adding the Project Manager approval so the expense goes to the relevant project manager. I am in conversation with the Product Management team and will update you in case of any progress

Thanks,
Aashnee
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Sangeet Saurabh

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Hi Maria/Susan,

Thanks for suggesting this idea. Currently it's not planned, but we will consider this for future roadmap.

Regards,
Sangeet
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Larsen, Ralitsa

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Are there updates on this feature? It will be helpful for our business.