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Stand-in approver

Here's how you can set a substitute for yourself in approval workflows, for example during your vacation.

Maria Tirkkonen avatar
Written by Maria Tirkkonen
Updated over a week ago

You can set a substitute approver for yourself during your absence using the vacation settings available in Bezala's browser version.

How to set stand-in approver

  1. Log in to Bezala's browser version.

  2. Navigate to your profile through the main menu.

  3. Check the box "On vacation now?" and select a user from the stand-in user dropdown menu who will substitute for you during your absence.

  4. Save the changes you made.

You can also schedule a stand-in approver by selecting the start and end dates of the vacation. This will toggle the "On vacation now" status during the vacation period.

If you only have Employee / Public (approver) role you can only see users with Public role on stand-in user dropdown. Ask your main users add Public role for everyone who approves expenses in Bezala.

Effect on approval cycles

Stand-in approvers are added to the next types of expense approvers:

  • Transaction-specific approvers

  • Cost Center-specific approvers

  • User approvers

  • Company approvers

Stand-in approvers can not be added to:

  • Money checkers

  • Fallback approver

Stand-in approvers also have no effect on selecting an approver for a budget.

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