Approvals
Discussion List
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Is it expected that multiple delegations for approvals would send to the last that was delegated?Summary: My client has delegations done by multiple people. What is happening if the delegated to person also has delegated their approvals, there is a cascading effect … -
Approval Rule for Expense Reports with Items Assigned to Different Cost CentresSummary: I am attempting to create an approval rule where, if an Expense Report contains items assigned to cost centres different from the employee's default cost centre…
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Expense Report "Assigned to" does not get updated when next assignment is a RoleSummary: Our Expense Report approval has been configured as: Individual > Manager > Level 1 Role > Level 2 Role. We see that the Expense Report tiles still show the "Ass…
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Expenses approvals based on DFF ValueHi, There is a requirement in expenses approvals based on DFF value. Please see below description and suggest if there is a way to achieve. Open a DFF at expense item (P… -
Task Manager based Approval Routing in Fusion ExpensesSummary: Looking for a way to route project-based expense reports for Task Manager Approval in Expenses approval workflow Content (please ensure you mask any confidentia…
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how to create cash advance approval based on DFFSummary: Hi , We have a requirement to create cash advance BPM approval based on the DFF fields. Could you please suggest how to achieve this. Thanks Jayasree Content (p…
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How can I reduce the number of expense approval emails our users are receiving?Summary: Users who have a delegate submitting expenses on their behalf receive an "FYI: Expense Report Approval EXPXXXX…" and "Expense Report Approval EXPXXXX…" notifica… -
Null Condition RulesSummary: Content (required): Hello: We recently had issues trying to process corporate card transactions for a terminated employee. We finally resolved the issue, but it…
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Expense reports auto-rejecting without zero dollar line.Summary: We've recently seen an influx of expense reports that are being auto-rejected by workflow as soon as they are submitted. There is nothing missing or wrong with … -
Disable country location when choosing the Country and State or Province option in Expense LocationSummary: Disable country location when choosing the Country and State or Province option in Expense Location Level Content (please ensure you mask any confidential infor…
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How to auto-reject Spend Authorization request if no attachment found at header/line in ExpenseIssue: In Expense Spend Authorization page, When user submits "Spend Authorization", then system must auto-reject that spend authorization request if there is no attachm… -
FYI workflow for ownerHi Specialists For the delegation process, how can I perform only an FYI for the report owner in the workflow? This is possible, we do not want individual approval. Than…
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Approval Rule based on person number or assignment numberHello All, Need assistance to get the approval rule based on person number or assignment number for expense report submitted. We have requirement where one person doesn'…Srikanth Katta-Sierra Cedar 7 views 0 comments 0 points Started by Srikanth Katta-Sierra Cedar Expenses
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Anyone else seen a change with using vacation rules and now the screen is asking for a certificate?Summary: Cannot get to my rules tab as now it shows a certificate screen, which we know nothing about, and does not let you to the area where you can select period and d…
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Is it possible for Expense Auditors to send an expense report out to a second approverDue to a change in company policy, I have been asked to increase the expenses claim threshold to £2,000 and for any that are over £2,000 need to be sent for additional h…
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Approval of expense report creating a meeting inviteSummary: We have been aware, that multiple expense reports approval notifications, has been creating a meeting invite instead of the normal notification. Has anyone else…
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Expense ID available in the Expenses table but not found using REST API, getting 404 errorSummary: We have a couple of Corporate Card Expense lines, that are available in the exm_expenses table. Unfortunately these lines are linked to Expense Template IDs tha…
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how to add a DFF to display to the employee the manager comment or rejection reason ?Summary: how to add a DFF to display to the employee the manager comment or rejection reason ? Content (please ensure you mask any confidential information): When the ex…
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Expense Approval - Dynamic cost center custom role derivationSummary: We have a requirement to route the expense approval to set of users based on cost center and different amount ranges. In order to achieve this, we created custo…
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Can delegate have a confirmation once the expense report is auditedWhen a delegate is preparing the expense report, once the expense report is submitted for approval, the delegate can get a notification once all the managers in the hier…
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How to set auto rejection rule in Expense if expense date is within 6 month of emplooyees hhire dateSummary: We have a requirement that if the employee is in probation period (which is 6 months) then certain expense types should be auto-rejected. how to set up auto-rej…
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Business Travel and Per Diem/Expense ReimbursementSummary: Business Travel and Per Diem/Expense Reimbursement Content (please ensure you mask any confidential information): I would like to understand best practices and … -
Spend Authorization request for approval to reflect in the approval tabSummary: per testing, the Spend Authorization request for approval of the approver did not reflect in the Expense Approval Tab. Only Cash Advance and Expense Report are … -
Request for Assistance - Implementing Warning Message for Mismatched Authorization and Expense ItemsSummary: I am currently working on customizing our expense management system and would like to implement a feature that provides a warning message when there is a mismat…
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About expense report notifications and escalationsHi, The reminder is set to 5 days, the expiration setting is set to "Do Nothing." The workflow task is FinExmWorkflowExpenseApproval. I’m trying to understand how the Ex…
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Will inactive employee approval rule applies for both termed and suspended employees expense reportsHi Team, We have defined an inactive employee approval rule where this rule is triggering for termed as expected and we would like to know if the same approval rule appl…
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EXM| Submitting Expense Reports for Multiple Business UnitsContent It is well understood that an employee sees expense templates based on his/her business unit tagged in HCM records. To be precise this is derived based on the PR…
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Approval stages skip approverHello Experts, I have a workflow with several stages, but we need to skip or auto-approve those who have already approved in a previous stage. For example: Stage 1 - App…
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Auto approval of expense reportsSummary: We notice the following system behaviour: Oracle allows an employee to approve its own expense report if the manager set this person as a substitute in BPN work… -
Can an Auditor audit its own expense report?I have a Test scenario in which I need an auditor to report expenses. However, as he is the only auditor and he is unable to see his own expense reports. I need him to b…