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To get the Spend Authorization & Cash Advance amount automatically based on the policy entitlement

edited May 8, 2024 7:26AM in Expenses 1 comment

Summary:

Hello experts,

Our business users request the system to automatically calculate the Spend Authorization & Cash Advance amount based on the policy/entitlement. For example:

When a user creates a Spend Authorization request, the system should only allow the user to request 70% of their entitlement which is stated in the policy.

Scenario: The policy states that Employee A is entitled to a Meal Allowance of $12/day based on his job management level. For a 10-day event, employee A will first create Spend Authorization, in which he will select Meal Allowance expense type, and the system should auto-calculate the amount to $84 (70% from $120). Then, after the Spend Authorization is approved, Employee A will create a Cash Advance request in which the system should auto-calculate the advance amount to $84.

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