Approvals
Discussion List
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Expense report approvals using COA segmentsSummary Can we use COA segment values in expense report approval rules?Content I can't seem to find COA segment values in expense report approvals and I want to make sur… -
Enable additional attributes (Project_No, Cost_Code) in the Expense Approval Notification pageThe Expense Approval notification page doesn't display the required attributes like Project Number and Cost Code. The expense approver/manager need to know, what project…
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Managers are unable to see the Expense Reports for ApprovalSummary: Some of the Managers are claiming that they are unable to see the Expense Reports that are pending for their approval. Content (required): Once the ER's are sub…
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How to create an Exp Spend Authorization Approval based one Position and assign to another PositionSummary: How do we create an Expense Spend Authorization Approval based on one Position and assign it to another Position. What should be the IF condition for this. Cont…
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Notifications on Cash AdvanceSummary: We would like the preparer / creator of the cash advance to also receive notifications when cash advance is paid and when it is overdue. Is this possible? Conte… -
Resend Expense Report E-mail notification access in transaction consoleSummary: Our business users are excited about the new feature in 23A to Resend the E-mail Notification for expense reports. We are trying to create a custom responsibili…
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How to clear audit policy violation on returned expense report?Summary: When an expense report is submitted it is interrogated for policy violations based on built audit rules. When the report is sent back by the Auditor and the use… -
Expense Approval Notification Template not picking the Locale templateSummary: We have a requirement to show Expense approval notification template both in English and French based on the Preferences set at the user level. Expense approval…
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Does the "Prohibit self-approval rule" override the "Allow user to approve their own transaction"Summary: For delegations, if the "Allow user to approve their own transaction" box is checked, we expect that to take presidence over the rule, but it seems to be the op… -
How to assign Corporate Card to Terminated employeeSummary: How to assign Corporate Card to Terminated employee Content (required): We have loaded Corporate Card Transactions in to the system where one Transaction is loa… -
Expense report payment Method DefaultSummary: Employee Payment Method Default Content (required): An expense report Payment Method Default to check instead of electronic. Is there a setup on the employee re…
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4 Level Approval for Expense Reports and Spend Authorizations based on AmountsContent Hi Team, We have a requirement to build Spend Authorization and Expense Report Approval Workflows which goes upto 4 levels and are also based on amounts. I have …
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Adjusting a terminated Employee ExpenseLooking for a way that I can create a workflow so that I can delegate a terminated employees expense to a specific manager so he/she can edit on employee's behalf and am…
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How to change sender email for approval notificationSummary: How to change sender email for approval notification Content (required): How to change sender email for approval notification Version (include the version you a…
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Is it possible to recover the reserved funds against an approved spend authorizationSummary: Is it possible to recover the reserved funds against an approved spend authorization if the expense report total amount is less than the Authorized amount? Cont…
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Expression Builder for Expenses Workflow BPM FinExmWorkflowExpenseApprovalSummary: The expression builder used to skip the step in the workflow is not working as expected . Content (required): An expression has been added to the Specify Skip R…
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Not able to reassign notification using transaction consoleSummary: Hi, We are not able to reassign expense approval notification using transaction console. The notification is in 'In Process' status. We assigned 'Application Im…
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Has anyone been able to route expenses workflow to the Principal Investigator on a project?Summary: We are trying to modify our workflow for expenses. We want it to go to the line manager of the employee, then the Project Manager, then the Principal Investigat…
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How to add Employee's Location (HCM) in Expense Report BPM Approval workflow rule as attribute?Summary: The requirement is to use Employee's Location as attribute in "If" condition of the BPM Approval workflow rule for FinExmWorkflowExpenseApproval >Expense Report…
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BPM Archive DateSummary: Hello, hoping to understand what drives the archiving date in BPM? Content (required): Hello, hoping to understand what drives the archiving date in BPM? Versio…
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Users are reporting expense emails trigger to both work and personal emailWe've had multiple users reach out because expense and corporate card notifications are triggering to both personal and work email, even though the work email is marked … -
Can we change URL display in E-receipts PDF capture Digital AssistantSummary: Receipt created as PDF by digital assistant electronic receipts process is difficult to read with URL's being extended. Content (required): We see that in the a… -
Print Preview can not be customized to show approverSummary: When I try to modify the "Printable Expense Report Template" as described here: https://docs.oracle.com/en/cloud/saas/financials/23c/faiex/modify-the-printable-…
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How to route a message from auditor to approver when requesting manager reapproval?Summary: Approver unable to view message from auditor when auditor request manager reapproval Content (required): In the case of expense policy violations, the auditor d…
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Expense report creator wants to add additional approvers in the workflowWe have business case, that expense creator would like to add additional approvers in the workflow. Whereas unlike requisitions, we are unable to find any option to add …
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Expense Auditors unable to view pending approvalSummary: Our expense auditors are clicking the link to view the details under pending manager approval, when clicking the link nothing happens, they are not taken to the…
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Is there a way the Expense approver can access all his approved expense reports?Summary: Is there a way the Expense approver can access all his approved expense reports? Content (required): In concur ourExpense approvers were able to get a report of…
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Can we route to different approval hierarchy when a user have 2 identities in the organization?Summary: Can we route to different approval hierarchy when a user have 2 identities in the organization? For example, Mr Chan is head of technology in Group Office entit… -
Invoices/Credit memos for the corporate card issuerCan we create the invoices or credit memos for the corporate card issuer in oracle fusion? For Example, ABC bank is the corporate card issuer with the registry ID 1001 a…