Two Approver Solution: It’s here!

Thanks to all our testers!

After months of collaborative work and testing with our partners across Grounds, the Travel & Expense Team is happy to announce that a new two-approver business process for expense reports is live as of January 8.

We’re grateful to our testers who partnered with us to identify the best solution possible for both compliance and ease of use (see our testers in this post).  These intrepid folks helped us adjust the process based on the complications they experienced in the first trial run.

We have altered the expense approval business process so that a minimum of two approvers must approve each expense report.  Only the routing has changed, not the way you submit expense reports.  As long as people are in the right roles, the process will proceed smoothly.  Due to the previous work on this process, the majority of schools and units are in good shape with role assignments.

• How do you know you have people in the right roles?  Review the guidelines.

• Want to see how the process works? Check out this diagram.

During the first few weeks of the transition to the new process, the Travel & Expense team will be carefully monitoring transactions so that we can help out if/when something gets stuck . . . and we’ll coach you through the changes that need to be made so there aren’t future issues. 

Thank you again for your patience and your feedback during this process.