Setting Up the optional Manage Approvers Tab

Objective

After completing this lesson, you will be able to set up the optional Manage Approvers tab.

Introduction

The Manage Approvers (optional) tab will display if Budget is enabled and budget approval is configured. The designated approver must have the Budget Approver/Manager role previously assigned.

Assigning someone as a Budget Approver also allows the approvers without this role to view budget links when approving expenses. Even if they do not use the budget approver step, access to budget details helps them understand the transactional impact of their approvals.

The image shows a screenshot of the Budget Permissions. There are options for Submit, Approve and Administer. Under the Approve section, there are three permissions listed: Budget Owner, Budget Viewer, and Budget Approver/Manager (highlighted in yellow).

Caution

Before setting up this tab, make sure the Budget Approver/Manager role is assigned to anyone who needs to approve budgets. Note that delegate approvers cannot act as budget approvers.

How to Set Up the Manage Approvers (optional) Tab

Follow these steps to assign a Budget Approver. We'll walk you through each part of the process, complete with detailed instructions and screenshots to help you along the way.

Once you complete these steps, a demo video will be available to reinforce what you've learned and provide a quick recap.

Steps

  1. On the Budget Items tab, select an existing budget item. Choose Modify. The Modify Budget Item window appears.

    The image shows a screenshot of Budget Configuration interface under the Expense section and Budget Items tab. It offers options like New, Modify, Remove, More, and View Team Budget. The table contains columns for Budget Name, Fiscal Year, Budget Owner, and others, with budget filtering options available. Two budgets are listed: Hugo First 2025 and Turner 2025.

  2. On the Modify Budget Item window, select the Manage Approvers (optional) tab. The Manage Approvers (optional) page appears.

    The image shows a screenshot of the dialog box Modify Budget Item. It offers options like Budget Details, Budget Tracking Fields (optional), Manage Viewers (optional), Manage Approvers (optional) (highlighted in yellow), and Adjustments.

  3. Type the first three letters of the user's name to find and select one or more assigned approvers. Select the user.

    The image shows a screenshot of a Modify Budget Item dialog box focused on managing approvers. Budget details are filed in with Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. The Manage Approvers tab is active, where Simon Sais is displayed in the Search Text field. At the bottom there are buttons such as Audit Trail, Save, and Cancel.

  4. Choose Save to apply these changes.

    The image shows a screenshot of a Modify Budget Item dialog box focused on managing approvers. Budget details are filed in with Budget Name, Budget Display Name, Budget Owner, Period Type, Fiscal Year, Currency, Budget Category, and Budget Type. The Manage Approvers tab is active, where Simon Sais is entered as a Assigned Approvers (Budget Approver/Manager role). At the bottom there are buttons such as Audit Trail, Save (highlighted in yellow), and Cancel.

Result

References

TitleLink
Budget Admin Guide - Manage Budget ItemsBudget Admin Guide - Manage Budget Items

Summary

  • Assign approvers to specific budgets using the Manage Approvers (optional) tab.
  • Approvers must have the Budget Approver/Manager role assigned.
  • Approvers can view budget details to understand the impact of their approvals.
  • Adding approvers helps support effective budget oversight and control.

Learning

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