Manage Approval Routing for Emburse Card Requests
Card Request Approval Routing uses intelligent rules-based routing to change who approves a card request based on such variables as amount threshold, category, department, expense field, and user criteria. This allows customers to mirror existing manual card request approval policies in Abacus.
Access Card Request Approval Routing
In the Admin tab of the sidebar on the left of the Abacus Homepage, click Spend Policy and scroll down to Card Request Approval Routing.
Toggle on "Always assign card request to a user's manager prior to routing" if you would like card requests routed to a member’s primary manager before additional routing rules take effect.
This toggle is set to "No" by default. Leaving the toggle off will let the expense divert from the member’s primary manager and instead be routed according to all rules that match the card request details.
Create a New Approval Route
1. To begin creating an approval route, click Add.
2. Use the Approver drop-down to select the manager or admin who will receive the card request for approval first, if the selected criteria are met. The above individual will approve card requests that meet the following criteria.
3. Submitted By: This determines the requesters to whom the approval-routing rule applies. You can choose anyone, a particular group, or a certain custom Team Field, like Location.
4. Of Amount: You may choose a specific card-request amount above which the expense is routed to this approver.
5. Categorized As: If desired, expenses with this category will be routed to the approver you specified.
6. Tagged As: You may choose custom Team and Expense fields that will determine whether card requests are routed to this approver.
7. Click Preview Rule.
8. To make changes, click Revise. If the route is correct, click Create Rule.
View Card Approval Path
While users may view the progress of their card requests while they are being processed, admins may only view the path once the the request has been completed.
1. In the Admin tab of the sidebar, click Card Requests, then click Completed.
2. Click on the desired card request to see its complete approval path.
FAQs
Q: What happens if a card request is routed to a user with a manager role who cannot issue cards?
A: The manager will still be the approver of the card request, but once they approve it, the card will move to the Card Requests queue for an admin with card-issuance ability to complete the process.
Q: Will admins be notified that a card is ready to be issued even if they weren’t the approver?
A: Yes, admins will be notified once a card request is approved and ready to be issued.
Q: Can an admin or a manager who received a card request reassign it to another user for approval?
A: Yes, card requests may be sent to another approver.