How to handle expenses under a Manager's profile when they leave the company
When a Manager leaves the company and there are still expenses waiting for their approval, Admins can use two ways to resolve these unapproved expenses.
Reassign The Expense
One way admins can resolve unapproved expenses is to reassign them to other Managers within their company.
1. Open the Transactions or Reimbursable Expenses page, and select the Needs Manager Review tab.
2. Use the search bar or Current Reviewer filter under Advanced Filters to find the expenses assigned to the former Manager.
3. Click on the expense row on your Transactions or Reimbursable Expenses page.
4. The Expense Details sidebar opens. Click Reassign at the bottom of the sidebar.
5. Search for and select the person who should be the first approver. Admins can choose to leave a comment or note, and then click Save.
Once the expense is assigned to a new manager, an audit trail will note who made the change and who the new manager is.
For more information, click on the following article: How to reassign a manager for expense approval
Approve the Expense as an Admin
If you do not want to re-assign the expense to another Manager in the company, you can approve the expense as a Final Admin. By doing so, the expense will bypass all other layers of approval and it will move to the Completed tab.