Manager Approval is an additional level in the approval flow that can be used with Lightyear's Bill Task functionality. This is useful for those that would like an additional layer of approvals at either the "Approvals" and/or "Review" tab.
With Manager Approval enabled, users can be assigned a manager, which will autotrigger a secondary Bill Task once the original assignee has approved their task.
Please Note: The secondary Bill Task does not apply to tasks sent to external contacts; only existing users in Lightyear.
Note: Manager Approval is a Company Specific setting, meaning it will apply to tasks in Approvals, Purchase Orders, and Expenses.
Enabling Manager Approval
To switch Manager Approval on, select Company Settings under Settings.
Scroll down to Send Approval Task Customisation and select Yes next to Manager Approval. Finally, select Update Settings in the bottom right-hand corner to save this change.
Assigning Managers
Once Manager Approval has been enabled, we'll need to assign a manager to each user. Head to Settings > Users.
For each user, select the icon, and scroll down to Manager Approval and select the appropriate user for the secondary Bill Task to be sent to. Once complete, select Update in the bottom right to save the changes.
Please Note: If Manager Approval is enabled, any user that receives a Bill Task must have a manager assigned to them.
Manager Approval Process
When a secondary task is sent to a Manager, the process to approve is identical to the Bill Task process (link here). With the only difference being a special icon to denote this is a Manager Task.
Depending on the action of the Manager Task i.e. Approved, Declined or Unassigned, the icon will turn green, red or yellow respectively.
Frequently asked questions
Approver names are missing, how do I fix it?
Approver names are missing, how do I fix it?
Approver names may appear unavailable because the Manager Approval feature requires users to have a Manager assigned in their profiles. If no Manager is assigned, Lightyear cannot create the required manager-level approval step, resulting in the approver list being unavailable.
To resolve this issue, you can choose one of the following options:
Disable Manager Approval: If manager-level approval is not necessary for your workflow, you can disable the Manager Approval feature. This will remove the requirement for a manager-level approval step, making the approver list available again.
Assign a Manager to Relevant Users: If manager-level approval is required, ensure that all relevant users have a Manager assigned in their profiles. This will allow Lightyear to create the necessary manager-level approval step, enabling the approver list.