Approvals
Discussion List
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expense Default currencyDear all when I create an expense and choose the currency as dollar $. After submitting if I want to create another one the currency would show by default as $ How can I… -
expense user after deactivationDear ALL If I have a user who's requesting expenses and this employee left the company and the user was deactivated in this case what will happen to the cash advances or…
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How to make an expense rule give warning justDear ALL I just want to ask if I create an expense rule and assign it the client want this rule to just give warning when submitting not stopping the expense from being …
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Expense Approvals BPM - How to enable Audit track on the setupsSummary: Client wants to track the changes made to Approval Setups in BPM. Content (required): How to enable Audit tracking for BPM setups, so Client has the evidence of… -
Setting up Approval Rules for Delegated Expense ReportsSummary: Content (required): Hello: We are trying to understand how to setup the approval flow for executives who delegate the input of their expense reports. I have rea… -
Expense Report Approvals- Automatically changing notifications for managers who have leftSummary: Is there a way to update manager/re-build approval workflow automatically when a manager has left and the expense report is in the process of being approved? So… -
INVALID_VENDOR for an Expense ReportSummary: INVALID_VENDOR is the reject reason for an Expense Report which includes in the ESS program(Process Expense Reimbursements and Cash Advances) . The employee for… -
Expenses Approval for Project expenesSummary: Hi, We have defined expense approval rules for project based expenses. It's working fine if expense report having only one project expense line but when user en…
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Ho can I set the expense approvals workflowi did the implementation of the expense but it's blocking when we come to the approval setups the client want that every expense from 0 to 2000 Euro will be approved by …
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Can we allow a user other than employee himself to update or create expense bank account?Is there any role or access that can give a single user to manage and maintain expense bank accounts for employees ? 22B
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how to deactivate an expense approval ruleDear all I am trying to finalize the approval setups I need to deactivate the expense report and turn it off like the one below and leave the cost center on how to do it…
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Expense approval rules by expense type (ISSUE RESOLVED)Summary: Need to setup some approval rules by expense type Content (required): I am trying to create a few approval rules for special cases that needs to follow a certai… -
Expense report approval rules by Business UnitSummary: Rules defined by BU don't work Content (required): I am trying to setup expense report approval rules in BPM by BU and as soon as I add Business Unit in conditi…
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Expense Approval IssueSummary: Error in Expense Manager Approval Rule Content (required): We are facing issue with expense manager approval rule and came across a doc on metalink The supervis… -
Can a manager (approver) have access to edit the account combination on an expense report?Summary: We have a case where we require a certain group of approvers to have the ability to edit the account combination on an expense report. We do already have the op… -
Rules Report Configuration Recommendations Deleting StagesSummary: Content (required): Hello: Where do you find Cost Center and Project Manager Approval States in BPM WorkflowExpenseApproval task. Rules Report Configuration rec…
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What is Route Task used for in the Expense Report Approval?Summary: Content (required): Hello: Does anyone know where to find documentation for the Expense Approval Actions and their definitions? Version (include the version you…
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How to setup expense report approval rules for managersSummary: How can I setup expense report approval rules for managers (people who report directly to the CEO) and for the CEO who delegates his expense reports entries to …
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Mileage rate how to add vehicle typeSummary: Dear All I have created a rule and need t create rate when I downloaded the spreadsheet i couldn't find my vehicle type I have created them in the lookup types …
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Audit disableDear All I am doing the expense setups but the client don't want the audit part for him it's a waste of time how if I disable the audit can approve the expense and gener…
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Expense category itemization not availableSummary: I am adding and creating expense types when it came to transportation Mileage it automatically disabled the Itemization but the other categories not this issue …
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Mileage rate how to add vehicle typeSummary: Dear All I have created a rule and need t create rate when I downloaded the spreadsheet i couldn't find my vehicle type I have created them in the lookup types …
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how can I make an expense limit in amount not percentage ?Summary: I am implementing the expense module and need to put for the expense request a limit that the employee can not cross by amount not percentage. also the system g…
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how to activate a policy in Manage Policies by Expense Category ?Summary: I have created a policy called mileage policy after filling all the contents and saving the status is still in draft how can i activate it ? Content (required):…