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How can administrators manage and change approvers in Spendesk?

Updated over a week ago

How Administrators Can Manage and Change Approvers in Spendesk

This article describes actions that only members with an Administrator or Account Owner role can perform.

Overview

Spendesk enables administrators to manage approvers for various financial tasks, such as employee requests and virtual card payments. This guide explains how to update approvers through employee profiles, cost center policies, and HR integrations, as well as outlines steps for temporary delegation of rights.

Changing Approvers via Employee Profiles

Manual Assignment

Administrators can manually update the approver for a specific employee through the following steps:

  1. Navigate to Settings > Organisation > Members.

  2. Select the employee for whom you wish to change the approver.

  3. Click on Edit Profile.

  4. Update the Manager field to assign a new approver.

Automation with HR Integration

If your organization has enabled HR integration tools:

  • The Manager field can automatically populate via the HR system.

  • Updates made in the HR tool will reflect in Spendesk, automatically adjusting the approver.

Temporary Delegation of Approval Rights

For temporary situations, such as an approver going on leave, approval rights can be delegated. The current approver can:

  1. Click their Avatar > My Profile > Transfer your rights.

  2. Select Delegate your approval rights temporarily.

  3. Choose another member to delegate approval rights.

Key Notes and Best Practices

  • When an employee’s approver changes, existing pending requests will still require approval from the original approver. However, new requests will be routed to the updated approver.

  • For payment requests following a policy, always update the approval flow via the cost center rather than through individual employee profiles.

By following these guidelines, administrators can streamline approver management in Spendesk efficiently.

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