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Chairman of the non executive board can't submit expenses

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Posted on by 94

Hi 

We currently have a problem were our the head of our non executive board (Chairman) cannot submit an expense report due to having no one set to who he reports to. Given he is the head of the board. His Chairman position is at the top of our org hierarchy within the system.

 When I try to assign our CFO to the reports to field so this individual can check and approve the chairman's expense I get the following error-

My understanding is the senior management team all check each others expenses and authorise them and they want the CFO to by the person that checks the Chairman's.

My questions are -

  • Is the above senior possible within the system (no customisation has been done in this area so its out of the box)?
    • If so what am I missing to allow me to assign the CFO as the reports to person for the Chairman?
  • If it isn't possible what options do we have in relation to the person at the top of the org hierarchy being able to submit an expense report?

Any advice or guidance would be much appreciated

Thanks in advance 

Median

  • Suggested answer
    Median Profile Picture
    Median 94 on at
    RE: Chairman of the non executive board can't submit expenses

    Hi André

    Thanks for your response, I had considered this before posting but I was unable to submit the expense so didn't think the workflow change would work. Your response helped me narrow down the issue though I didn't realise you can leave the report to blank and then set the approver manually when you submit the expense which will push the expense report into the workflow.

    I have modified the expense now and will just advise the user submitting the expense on the chairman's behalf to ensure they select the CFO as the approver manually.

    Thanks

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: Chairman of the non executive board can't submit expenses

    Hi Median,

    You can't create a circular reference in the position hierarchy. There was a similar question asked this week about timesheet approval for a CEO. You can read the discussion and apply the same solution by using conditional approval steps based on the name of the CEO.

    Timesheet approval for CEO - Dynamics 365 Finance Forum Community Forum

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