Intro
For times when potential approvers leave the company, or simply go on vacation, it can be useful to set a Stand-In Approver for them.
Stand-in Approvers simply replace the listed approver on invoices that match conditions set in Approval Policies. However, they do not actually replace the potential approver in the Policy Conditions themselves.
Stand-in Approvals only work for accounts with Advanced (Rule-Based) Approvals, and for users with permissions to Approve Invoices. Please contact your Account Manager or support@plateiq.com for more detail.
Here's how to create and use Stand-in Approvals.
You can create Stand-In Approvers from two places:
- You can create your own from your Profile page:
- Admins can create Stand-in Approvers for others from the Manage Users page:
To create a replacement, simply enter:
- The Stand-in's name in the dropdown
- The date the replacement starts (optional)
- The date the replacement ends (optional)
If you do not enter a start date, all invoices currently requiring approval will be replaced by the Stand-in user selected.
If you do not enter an end date, all invoices going forward will perpetually require the Stand-in's approval.
Users with Stand-Ins will show with an icon in Settings > Manage Users like so:
In the example above, invoices requiring Patrick Rachtew's approval during the selected period will show Aaron French as the Stand-In:
