In SRXP you have to set an approval policy for an user so the users can submit their expenses for approval. There is not a possibility to skip this part of the workflow. Every report with expenses needs to be approved before it can be processed.
In SRXP the following three approval policies are available:
- The Submitter has to choose an Approver by him/herself (can only choose users who are authorised to approve expenses)
- The report with expenses will always be send to one (or more) consistent Approver(s) (For example to the manager of the Submitter)
- The report with expenses should be send to approvers based on specific values (For instance because a project is chosen or the expense exceeds X amount). You can use this option as an additional approver or to overrule the default approver policy of the user.
You can set option 1 and 2 via the user profile settings, since the approval policy is related to the user in specific. In this article you can read how to set the approval policy.
For option 3 to set an additional approver based on specific values, you can setup a Business Rule. Please note that this is a Corporate and Enterprise subscription feature only! How to create Business Rules can be found here.