Approval Delegate

Approval Delegate

Approval Delegate 

With this feature we are answering the question “Can I stop someone approving their own purchases”. 

Example, you want to prevent the CEO from raising a purchase request for $500K and approving it themselves.

To do this you enable the feature in Business >Settings >Workflow

“Originator cannot approve own orders”

Then for each user, you set their Approval Delegate in their user settings.  Perhaps for the CEO you set the CFO. To do this, edit the users settings and choose the delegate from the drop-down list where you see the words “Approval Delegate” as shown below.

This means, very simply, when set, Zahara will bypass the originator in the approval list and use the delegate instead. 


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