How to change/replace approver in the Expense module?

How to change/replace approver in the Expense module?

Symptoms:
The user wants to change staff’s Approver from one manager to another manager

Possible cause (s):

  1. The current manager is leaving the company and being replaced with another manager.
  2. Change of workflow

Suggested workaround/ solution(s):

  1. Go to Personnel> Processes> Employee Hierarchy
  2. Select the company
  3. Click on the hierarchy name
  4. Look for this employee name
  5. Click on the Up Line view link and select the reporting manager accordingly

However, if the expense transaction has been submitted prior to the updating of the employee hierarchy, the approver will need to be replaced using the following steps :

  1. Go to Expense > Employee Expense > Transactions
  2. Select the Company and select the Action as ‘Approver replacement’
  3. Look for the staff and Approver name (Old approver)
  4. Click on Search button
  5. Select the Company and replace Approver with (new approver)
  6. Click on Next button
  7. Select the required transaction for approver replacement
  8. Click on Replace checked transaction link