Out of Budget Approval

When configuring your Budget controls you may have selected a default approver for any request that would exceed the budget. This approver is the default approver in your workflow if you decide to turn on the separate Out of Budget toggle. However you can pick any card administrator or approver to play that role.

The workflow also allows you to select a minimum over budget amount, i.e. a budget tolerance, and a minimum request amount to involve the approver in the workflow.

The system will then look at how much over budget and how large the request should be to involve the budget approver. This is an AND function, i.e. both values have to be true to trigger the intervention of the budget approver.

By default, Out of Budget approval is the fourth step in the workflow. You can however change that position by clicking and dragging the box into whichever position except the first one.