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Add an approver to an approved expense

Goal​

Send an already-approved expense back for one more approval by adding an extra approver - for example when an expense needs a second sign-off before it is posted.

Before you start​

  • The expense must be Approved or Ready for Posting. The action is not available on expenses in any other status.
  • The person you add must have a valid Appsfordynamics365 login.
  • A comment is required, explaining why the extra approval is needed.

Steps​

  1. Open the Expense card for the item.
  2. Choose Add Approver.
  3. Pick the login of the person who should approve. You cannot:
    • add the employee who owns the expense, or
    • add someone who is already an approver on it.
  4. Enter a comment explaining why the extra approval is needed, then confirm.

The expense moves back to Pending Approval and the new approver is notified in the web portal and mobile app. Once they approve, the expense returns to Approved and is ready to post again.

If the expense is part of an expense report: the expense is detached from the report (its report reference is removed) before it is reopened, the same way a rejection works. The report itself is archived if it has already been finally approved.

What to check​

CheckWhat it means if wrong
The expense status is now Pending ApprovalIf it is still Approved, the approver was not added - reopen the card and try again.
The new approver appears in Approval Entries on the Expense cardConfirms the extra approval round was created.
The expense is no longer on its original reportAn expense that was on a report is detached when an approver is added; check the report if you expected it to stay.