Approvals
Discussion List
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How to setup expense policy that should be eligible for 3 years onlySummary: we have clothing allowance policy where an employee is eligible to claim the expenses once in 3 years. After 3 years new rate will come up. Example scenario : A… -
how to skip expense audit based on manager nameSummary: We're routing expenses for line manager approval & then to audit. As part of audit selection rules, enabled 1)Policy violation, 2) Amount threshold limit. WE wa…
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Setup send alert to specific when invoice supplier fully approvedSummary: Our needs is when Invoice supplier fully approved will send alert email to spesific user for the next action in system. Content (please ensure you mask any conf…
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Auto-Claim is not working.Summary: auto-claim for approval is not happening in dev4, we have to click on claim on the approval notification in order to get the actions button. This was not the ca…
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Unable to trace the travel authorizationsSummary: Hi Team, The following are the questions from the client, kindly review and provide confirmation. We are unable to track travel authorizations when the designat…
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Why would this approval notification have two different dollar amounts?Summary: I was notified by our travel team that this approval notification was recieved and has two different dollar amounts. The expense report shows $210.94. Content (… -
Expense Approvals failed for Itemization linesHi Team, When we create expense reports with non-itemized lines, the approval works as expected. However, for itemized lines, the approval fails due to a rule set issue.… -
EXPENSE DIGEST - Need product documentation explaining the featuresSummary: Hi there, there are numerous CCC posts asking for explanation of EXPENSE DIGEST feature - pre-requisites, back-end logic, configurable features associated with …
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Oracle’s capability to match the receipt amount with the expense report amount.We have the a requirement where client is looking for a feature where Oracle is able to read the amount in the receipt attachment and match it to the expense item amount…
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How to add Cost Center Manager in Approval?Summary How to add Cost Center Manager in Approval?Content Hi, I've searched the forum for a bit on how to add the Cost Center Manager in the Expense Report approval flo… -
Vacation rule for delegation is not showing on the employee Vacation and Delegation ReportSummary: A user had a vacation rule setup for delegation however it is not showing on the preferences nor on the Employee Vacation and Delegation Report. Content (please…
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If Project Manager submit an expense, it should go to his supervisor and not to himselfSummary: There is a requirement that if Project Manager submit an expense, it should go to his supervisor/line manager and not to himself as an expense approver for that…
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Additional approval hierarchy on expense report before manager approvalSummary: Currently our Expense Reports route to manager than Auditor for approval. We want to add a first step of 'reviewer' approval > manager > auditor. Wondering if a… -
Issue while defining a policy for customer entertainment with nonemployee attendee typesSummary: While defining a policy for customer entertainment, we are unable to setup single instance limit for nonemployee attendee types based on Role/Grade of Employee.…
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How to add the rule of the cost center manager and company (cost center)Hi, I need to create the rule through the cost center manager, but looking at the company, then depending on the company it will follow to a certain cost center, that is…
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How to configure skip rule to skip senior manager from the supervisory hierarchySummary: How to configure skip rule to skip senior manager from the supervisory hierarchy and move the approval to the next approver. requirement is expense report shoul…
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Expense Report Rejection Header Text need to updateSummary: When Expense report approver rejects or request for more information in-app notification header level Approval text need to remove. Any actions done by approver…Srikanth Katta-Sierra Cedar 11 views 2 comments 0 points Most recent by Srikanth Katta-Sierra Cedar Expenses
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Can we deliver an custom message to user in case the expense report is auto-rejected.We have a requirement where the BPM rule will automatically reject an expense report which will have expense items older than 90 days. Currently, the rule is rejecting t…
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Clear expense reports that were never approvedSummary: Is there a way to remove/clear expense reports that were in pending manager approval from years ago but not approved? Expense reports can no longer be seen in T…
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Annual Limit on Cash AdvancesSummary: Is it possible to setup annual amount limit for Cash Advance? Just like we have Expense Policies where we can restrict per instance/yearly limit on expense repo…
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Set up Escalations for Travel Expemse Report ApprovalHi, There are two types of Expense Reports: PCard Expense Reports Travel Expense Reports We're planning to implement escalations if an approver doesn't take action and t…
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We need to re-generate the expense workflow after any modification.Summary: Every time we modify the expense workflow—for example, by inactivating a stage and/or rule—users need to withdraw and resubmit their expense reports. Otherwise,…
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Can we perform allocation rule across ledgersHi All, Do we have any documents with an example to perform allocation rules across the ledgers or intercompany entities. Please let us know. Code Snippet (add any code …
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create expense approval based on the department managerSummary: Hi Team, we want to create expense approval based on the department manager which was setup in Manager Department task. Is it possible to create an approval rul…
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The Expense report Approval emails are not showing full amountHello, When getting approval emails for expense report, the data on the right side gets cut off in email, but shows entirely in BPM Worklist app. Please refer to snaps b…
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what is the validity of Attachment attached at the time of Approval by Approver in I expense Module.Summary: Is any validity of days when attachment is attached by approver and auditor. Content (please ensure you mask any confidential information): Version (include the… -
Self-Approval Prohibition is not working in FinExmWorkflowExpenseApprovalSummary: I had configured below setup but Expense Reports (FinExmWorkflowExpenseApproval) are still routing to the expense owner as the initiator is part of approval gro… -
why did approvers received notification email to require action from withdrew auths in fusion?For the spend authorizations raised by resigned employees, they withdrew them but after a few months, why did approvers received notification email to require action aga…
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Employee Expense Delegation to Manager allows the Manager of the employee to approve expense.Summary: Employee Expense Delegation to Manager allows the Manager of the employee to approve expense. We would prefer that if for some reason an employee delegates expe…