If you've added a new approver, they won't see approval items that existed before they accepted their invite. Weel decides who needs to approve something once, when the request is created, so anyone who wasn't yet an employee at that point couldn't be part of the pool. This is expected behaviour, not a bug, and it keeps approval routing predictable.
How It Works
- Weel resolves who needs to approve each item the moment it's created, so approval routing stays consistent and never shifts after the fact.
- A pending invitee can be pre-assigned as a Budget Owner, but neither that nor a Role match makes them an active approver yet.
- That changes once they accept: Weel then converts any pre-assigned Budget Owner role to their new record automatically, matched by email.
- Nothing needs to be redone manually, but this only changes the pool for approval requests created from that point on.
- The View all approvals permission lets Owners, Admins, or anyone granted it see older items as Pending approval; everyone else sees only their own queue.
- With Override and redirect all approvals permission, use Manage approval > Redirect to send a stuck item to the new approver, or bulk-reassign from Transactions.
Good to know
- This works the same way for Approval Rule changes generally: updates only affect requests created afterward, never ones already in flight.
- The person you redirect an older item to doesn't need to already be an approver on that rule.
- Items visible this way show as Pending approval rather than Pending your approval, since the new approver still can't act on them.