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What's New - April 27th, 2026

Manager Approvals Without Office Access

Overview

We’ve improved the Manager Approval process to ensure approvals are never skipped due to office access restrictions. Managers can now receive and act on approval requests even when they don’t have access to the transaction’s office without expanding their ability to view or edit the underlying transaction.

 

What is it?

Manager approval records are now always created when a manager is identified as the approver even if that manager does not have access to the office associated with the transaction.
 
In addition, managers can now see approval items assigned to them on approval pages (such as Approve Expense Claims), regardless of their office access, as long as they are the assigned approver.
 

Why it matters

Previously, if a manager lacked access to a specific office, the approval record was not created at all. This created a risk where a transaction could move forward without receiving the required approval.
 
With this update:
  • Required approvals are never skipped
  • Approval accountability is preserved
  • Office security rules remain fully enforced
This ensures stronger financial controls while supporting shared or cross‑office management structures.
 

How it works

  • When a transaction is submitted, the system always generates a manager approval record if a manager is identified as the approver even if that manager has no access to the transaction’s office.
  • The manager will see the approval item listed on the relevant Approve page (for example, Approve Expense Claims).
  • The manager can approve or reject the item directly from the approval list.
  • Office access rules are not relaxed:
    • If the manager does not have access to the transaction’s office, they cannot open or view the transaction details page.
    • The manager will only see approval records specifically assigned to them for offices they don’t have access to.
This approach balances visibility for approvals with strict data access controls.
 

When is it needed?

This enhancement is especially useful when:
  • Managers approve transactions across multiple offices
  • Shared services or centralized approval models are used
  • A manager needs to approve items for an office they don’t normally access
  • Organizations want to prevent approval gaps without broadening office permissions