Expense Approval Routing Process Overview

By default, Chrome River allows each line item on an expense report to route through the approval process independently. Different items on the same report may be assigned to different approvers or may even be auto-approved. This means that some items may be eligible for export and payment while others on the same report are still routing through the approval process.

However, there are two ways your organization may have chosen to ensure that all line items on a report are approved before any of them are eligible for export and payment.

• Gatekeeper Business Rules: This is the recommended method for ensuring all line items on a report are approved before any are eligible for export and payment. See "Route to Gatekeeper" in Business Rules Admin Screen for details.
• Keep Together Flag: If your organization has no Gatekeeper rules, you may have opted to use the "RouteIndependent" flag in the Matter data feed or API to indicate whether an expense charged to a certain allocation should route independently or be “kept together” for approval review. 

With these methods, fully approved expenses will have a status of Waiting for Export until all the line items on the same report have been aproved.

View Expense Approval Routing Path

If you have appropriate delegation permissions, you may view an expense's entire routing path and current status by delegating into the user's account and viewing the tracking information for a report; see Track Your Submitted Expense Reports for details.

Alternatively, admins may view the entire routing path and current status of an expense on the Expense Report Tracking Admin Screen.