Approvals
Discussion List
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Enforce Cost Center Approval when Cost Center collection is used on Approval ParticipantSummary: Collection of Cost Center or Project is being used within approval rule configuration on expense approvals. It is noticed that when an 'inactive'/'non-existent'… -
Steps to do mass adjust for expense auditing for cash advanceDear all can you please provide me the steps that allow me to do a mass audit approval for the cash advances in the auditing section Regards Mickel
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Expense reports - route to PMSummary: We have a DFF on project header for PM approval Y/N and need to pull PM into expense workflow if that is set to Y. Content (required): I tried Expense Report/pr… -
Does the Expense Approval Workflow require all managers in the chain to be active?Summary: Update 11/23/22: The issue was caused by updates made to Job Details associated with the cost center manager/approvers. The inactive manager was a red herring. … -
expense Audit adding a dropdown list in Audit issueDear all I have a request when doing the audit of users expense and change the reimbursement amount I have to specify in the audit issue the cause there are just 2 optio…
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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…
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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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Deleting an expense ruleDear All while I am trying to delete an expense rule in order to change it's date to a year before when clicking on the X an error appear You can't delete this expense t…
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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…
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Manager can not submit expenses on behalf of inactive employeeSummary: Manager received an email notification 'FYI. Corporate Card Transactions for Inactive Employee **** Awaits Submission'. She followed the recommended actions in … -
How can I customize in bpm the task FinExmInactiveEmployeeAcceptResp?Summary: I need to customize FinExmInactiveEmployeeAcceptResp for inactiave employee corporate cards with addition of condition Corporate Card Program or get any value f…
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Can the effective date portion of the Expense Cost Center Approval Workflow be modified?Summary: We run into many issues with expense approvals that route to cost center approvers due to effective dating rules. We update our cost center manager records rath…
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Expense Report HyperlinkSummary: Expense Report Hyperlink Content (required): The wording beside the checkbox "I have read and accept the corporate travel and expense policies" is hyperlinked. …
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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… -
Expense report approval by Expense linesSummary: Customer is asking approvals to be by expense lines and not expense report Content (required): We have a requirement to have approvals by expense lines of the r… -
How to Edit the Expense Approval Notification Report TemplateSummary: We are trying to include concatenated segment string for each expense item Content (required): Hi, We are trying to include concatenated segment string for each…
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Is it possible to disable the Audit step for Cash Advances?Summary: Client doesn't want to do auditing for cash advances - approvals are enough Content (required): Whenever a cash advance is submitted for approval, by default th…
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Spend Authorization Request Approval (Cost Center Manager and Project Manager (PPM) Approval)Summary: Spend Authorization Request Approval (Cost Center Manager and Project Manager (PPM) Approval) Content (required): I would like to have the Spend Authorization R…
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Cash Advance Approval other than Supervisor ApprovalSummary: Cash Advance Approval other than Supervisor Approval Content (required): Does Expense Management supports the Cash Advance approval other than supervisor approv…
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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…
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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… -
Expense Report Approval Rules based on Expense TypesHas anyone created expense report approval rules based on expense types? So suppose there are 2 expense types that require an additional level of approval after the supe… -
Custom Expense Approval Notification template is not working correctly.Wyoming customized our approval template to include funding information directly on the approval notification in the UI and in the email. When we run the example from OT… -
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… -
INVALID_VENDORSummary Expense report invoices rejected due to reason INVALID_VENDORContent Hi Team, I am unable to create invoices for expense report which are Approved and Audited, s…
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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 define multiple Audit Selection Rules in expenses?Summary: We have an requirement to define 2 audit selection rules. Content (required): Multiple audit selection rules based on 2 different amounts. Version (include the …
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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