Dynamic Hierarchical Approval & Fallback Reviewer Dynamic Hierarchical Approval & Fallback Reviewer

Dynamic Hierarchical Approval & Fallback Reviewer

The Dynamic Hierarchical Approval feature ensures that invoices are routed through the correct approval hierarchy based on pre-set approval limits and supervisory chains.


🔹 How It Works

When an invoice is submitted for approval, the system checks the assigned reviewer’s approval limit:

1️⃣ If the reviewer’s approval limit is too low, their supervisor is added as the next approver.
2️⃣ This process continues up the hierarchy until an approver with a sufficient threshold is found.
3️⃣ Fallback Reviewers step in if:

  • A user has no approval limit set
  • A user has no assigned supervisor

Example Scenario:

Invoice Amount Approver Assigned Approval Limit Next Step
$1,000 John Smith $90 Escalates to Supervisor
$1,000 Jane Doe (Supervisor) $200 Escalates to Next Supervisor
$1,000 Kate Murphy (Next Supervisor) $2,000 Final Approval

📌 Important: Rules apply only when the workflow stage is set to Dynamic Hierarchical Approval.