How can I change Approvers for a particular request on the fly?
Who can change Approvers on the fly:
Approvers for particular requests can be changed without having to modify the whole approval workflow every time. Administrators, Approvers and Requesters of an Organisation have different privileges in terms of changing Approvers:
1. Administrators can adjust the specified Approvers for a running request in order to handle exceptional, non-standard situations. They can:
· Add any Approver
· Remove any Approver
2. Approvers can:
· Add other Approvers from their Organisation
· Remove the ones they have previously added
· Reassign requests to another Approver
However, Approvers cannot remove Approvers that were added by approval workflow rules or by someone else (these are marked with a Locked icon).
Please note: the option to add another Approver is available to Approvers in approval steps for which the All approval condition has been set.If the Any of approval condition has been selected, the Change Approvers button is not available.
Please note: only the approval authority can be reassigned. If the original Approver is also a Bill Reviewer (as per the Xero Reviewer matrix for the Bill workflow, or out of the Review step) but the intended new Approver has not been added as a Reviewer, they won't be able to edit Bills.
3. Requesters can:
· Add other Approvers from their Organisation to any step
· Remove the ones they have previously added
Please note: the option to add a Requester as an Approver is not available for steps with the Any of approval condition.
This is how you change an Approver (add or remove):
Click on the Change Approvers button, which is located under the approval step, next to the last Approver:
This button is not available:· In closed approval requests
· In steps that already have been approved or rejected
· For Approvers/Requesters in steps for which the Any of approval condition has been selected
Add or remove the respective Approver and click on DONE:
This is how you reassign a request to another Approver:
Click on the Reassign button:
Select an Approver and click on
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