Mobile Control v1.3 introduces improvements to Approval Band functionality.
We have changed the approval flow when users send a card, these changes will not disrupt any current approval workflows that are set up.
Previously, a user could send a card with a value higher than their own approval limit. This was because when a card was sent the approval workflow was triggered against the user receiving the card. We have changed the workflow so that when a card is sent the approval workflow will be triggered against the user sending the card.
The approval band change also means that Corporate Admins will be linked to the approval process. We have added a Corporate Admin approval threshold for the Card Pool, which is set at 0 by default. This means that cards sent by Corporate Admins need to be approved by another Corporate Admin if they exceed their Card Pool threshold.
We have changed the UI layout of the Approval Band set up screen to create a dynamic step-by-step process. As an approval band begins to be created more options will become available and complexity will increase so that users understand what they are creating, as they are creating it.
By default you will be able to enter a Name for the approval band and the type will be set as Receive Cards Only.
Click Receive, Request & Create to reveal more advanced approval band settings.
You can configure:
Team Member Controls:
Currency—if the currency selected is different to the Card Pool currency, the value will be based on the exchange rate.
Card Limit—the amount a Team Member can request without requiring approval.
Daily Limit—the most a Team Member can request within 24 hours without requiring approval, this value must be higher than the Card Limit.
Team Administrator Controls:
Allow Card Sending—allows Team Administrators to send cards to Team Members.
Toggle Add an approval process? on to reveal further approval band settings.
You can configure:
Approval Limit—the maximum amount that a Team Member can request and have approved per card.
Two Approvers Required—toggle on to require two Approvers to approve each card request for this approval band.
Approvers Self Approval—toggle on to allow Approvers to automatically approve their own card requests.
Toggle Add escalation? on to reveal further approval band settings.
Escalation allows you to send card requests to another approval band if the approval limit of the current band is too low. If this isn't configured, cards will be rejected.
You can configure:
Escalate Request To—the approval band that the card request is sent to.
Auto Escalate Requests—if the card request needs to be approved by the next approval band, it will automatically be sent without input from the current Approvers.
We have fixed an issue caused by using different time zones across iOS, Android and Control (BST, UTC, GMT). All platforms will use UTC.
We have fixed an issue where recurring budget options not showing correctly.
We have resolved access issues for Corporate Administration Approvers.
We have made updates to Italian and German translations.