How to reassign a manager for expense approval

Admins have the option to add an additional layer to the approval flow by assigning each employee a manager in Abacus. Once you've assigned employees a manager, any expense they submit will first be sent to their manager to review, then routed based on any approval routing, then sent to the final approval admin.

Occasionally, you may need to re-assign an expense to a manager other than the employee's assigned manager in Abacus for approval. The employee's assigned manager or an admin can reassign an expense.

Please Note: Once an expense is Manager Approved it can no longer be reassigned. The expense will follow the approval route in place at the time of Manager approval, regardless of changes made to an expense post-approval.

To reassign an expense:

1. Click on the expense row on your Transactions or Reimbursable Expenses page to open the Expense Details.

2. Click Reassign.

Please Note: This option will not be available if the expense has already been approved by the Manager.

3. Search for and select the person who should be the first approver.

Please Note: Only people with a Manager or Admin role will appear in the dropdown.

4. Click Save.

Once the expense is assigned to a new manager, an audit trail will make note of who made the change and who the new manager is.