It should be noted that FinOps approval is an entirely customisable process, and as such there is no generic approval within FinOps. The exact routes taken by FinOps during approval will vary greatly between different organisations. However, to check the FinOps approval route being followed when a transaction is entered:
Open FinOps Administrator.
Click System Options, Time recording, Timesheet posting
Click the Approval tab. This will display the stages of approval for the transaction type. When a transaction is first submitted, the approval starts at stage one and follows the approval path that has been setup.
Select the relevant approval stage from the list.
Click Edit. On this screen there are four tabs:
Approval Stage - The core approval. This decides who approves the transaction, what happens when it is approved, and what happens if it it rejected. This tab also contains additional options depending on the approval type you have set.
Alerts - This contains any alerts that will be sent out during the approval process. Alerts are emails that will be sent by FinOps during the approval process (for example an alert may be sent to the approver to advise that they have something to approve).
Pre-Stage Rules - These are rules that are designed to check something specific within the transaction and then act on that information before the current stage of approval. For example, a rule could be configured to check a specific field for certain information and then re-route the transactions based on whether that information is true of false. For a pre-stage rule this check happens before the approver actually sees the transaction.
Post-Stage Rules - These work the same way as pre-stage rules, however, for post stage rules, the rule is checked after the approver has approved.
This information can then be used to establish whether FinOps is routing approvals as your organisation needs them to.
If changes need to be made, please discuss this with your internal FinOps administrator and accounts department.