Rydoo made it easier for you to assign approver and controllers roles. This article will guide you on how to assign the approver or controller roles manually.
NOTE: You may now add approvers and controllers to multiple or all custom field values using this method.
It is important to note that you can only set one custom field per approval or controlling. In addition, the custom field has to be pre-defined value format.
Custom field approval overrides whatever is set in the Assign approvers to field.
To assign approver or controller
Go to Admin > Users page
Look and open the approver or controller's profile
Under Approver / Controller of, click on the +Add button
Select which role you would like to assign
A conflict approver is used to re-route an expense to a different approver. This is to avoid the custom field approver in approving their own expenses.
A conflict controller is used to re-route an expense to a different controller. This is to avoid the custom field controller in controlling their own expenses.
Select the custom field value/s where the approval will be assigned to.
Alternatively, you may also use the export and import file to set approvers. Here's how: