You receive a requirement to add a secondary approval for Expense Reports whenever an Expense...

To add a secondary approval for Expense Reports when the expense amount exceeds a threshold, follow these steps:

Navigate to Approval Processes:

Go toSetupin Salesforce.

EnterApproval Processesin the Quick Find box.

SelectApproval Processesunder Process Automation.

Create a New Approval Process for Expense Reports:

ClickNew Approval Processand selectUse Standard Setup Wizard.

SelectExpense Reportas the object.

Enter aProcess NameandUnique Name.

Set Entry Criteria for High-Value Expense Reports:

Define criteria where theExpense Amountfield is greater than the threshold value set by your organization.

Example:Expense Amount > 1000.

Define the Approval Steps:

Step 1: Assign thePrimary Approval(e.g., Line Manager).

Step 2: Create a conditional approval step for theSecondary Approval.

Set entry criteria: Expense Amount > 1000.

Assign approver (e.g., Finance Manager or CFO).

Ensure that this step only triggers when the condition is met.

Activate the Approval Process:

ClickActivateto apply the approval workflow.

FinancialForce PSA System Administration Guide

PSA Approval Processes Configuration Documentation

References: