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Limiting the total one year expenses of employees — Cloud Customer Connect
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Limiting the total one year expenses of employees

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Summary:

setting limit for one year expenses for an employee for all expense types

Content (required):

Below is our requirement.

  1. Employees will be travelling for conferences / trainings.
  2. During their travel they will be using Air Fare, Accommodation, Meals & Car/Taxi as expense items.
  3. Employer wants to set a limit for each employee in the organization and manager approves that limit (May be Spend authorization for one year).
  4. While creating Authorization we don't have option to enter amount at header level. in Spend authorization we need to enter amounts for each type of expense type.
  5. our business wants to attach authorization at header level so that the amount approved in Spend Authorization can be used for any expense type.

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