How to reset the approval chain

If the approval chain needs to be reset to update it with the latest approvers (for example if a user's line manager or a budget owner has changed since the purchase/expense was submitted) follow the steps below:

  • Go to the spend page and from the expense or purchase select ["Change Owner"] as shown below.

  • Now choose another user who is not the current owner
  • Wait for the change to be registered and then select ["Change Owner"] again.
  • Now set the owner back to the original user that submitted the purchase or expense
  • Then refresh the page, the approval chain will have been updated with the most recent approval rules

Please note, the above steps will require the expense or purchase to be resubmitted and approved.