Approvals
Discussion List
-
Require Reason (*as Mandatory) for Withdrawing AP Invoice Approval flowSummary: Hello Everyone, Many Thanks to everyone who replies for the below question Is there any way we can see why users are withdrawing the invoice and editing it afte… -
Expense report remains not submitted status after submitting the expense reportSummary: We are submitting an expense report, it remains in No submitted (Saved) Status. Content (please ensure you mask any confidential information): Version (include …
-
Cost Center Manger Rule for SpendAuthorizationManagerRuleSummary: I want to setup Cost Center Manger Rule i SpendAuthorizationManagerRule used for Expense Authorizations requests, however not finding "Cost CenterTotal.Manager …
-
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…
-
What is the process for creating a final approver? There is no person above the CEOSummary: What is the process for creating a final approver? The case is: Assistant to the CEO - User A CEO > User B It is necessary for User B to approve User A. There a…
-
How to forbid users to replace attachment after submit expense report?Summary: Users can replace attachment after submit expense report Content (required): Our users can replace attachment after submit expense report, so the attachment whi…
-
How to prevent approval of own expensesSummary: We have the following scenario: Marianne is creating an expense on behalf of Jane and submits it Jane is receiving an approval notification and approves it Expe…
-
24C - requests not being received in BPM workflowReceived 24C update over the weekend of the 5th/6th October in non-production environment. Issue emerged in testing where expense requests are not being received by appr… -
Corporate Card Setups for Prepaid CardsSummary: I have a requirement where my client will give a Card to the employee for Expenses. This card will be preloaded with certain amount and then employees will use …
-
Expenses Report approval based on item level cost centerSummary: Expenses Report approval based on item level cost center Content (please ensure you mask any confidential information): we can define a condition based on the c…
-
Respond of the Request information from User to Manager does not appear in the the NotificationSummary: When a user respond the Request Information from a manager it select "Submit Information" enter the respond and submit it. Tat notification goes to the Manager.…
-
Is there a spread sheet upload option available for Expense Approvals like Journals / Invoice rules?Summary: Is there a spread sheet upload option available for Expense Approvals like Journals / Invoice rules? If Yes, How do I download it ? Please let me know the steps… -
Expense Report Escalation ClassSummary: We have a business requirement where certain approvals, when escalated, It should NOT go to the CEO and must not follow the supervisor hierarchy. Instead, we wa…
-
Need to know the list of Expenses Report and for which we can view the Approvals in the HyperlinkSummary: I need the list of Expense Report statuses for which the approvals can be viewed via the hyperlink. Navigation: Expenses > Audit > Expenses Status Hyperlink The…
-
FYI. Corporate Card Transactions for Inactive Employee XX Awaits Submission'.Summary: Reference SR - SR 3-38204714441 : EXM-CC :INACT EMPLOYEE CC TXN - Std jobs not triggering notifications? And yet we see a notification =========================…
-
What's the Operator to be used in BPM Approval Rules to exclude set of people (50) for ExpenseSummary: In Expense Report Approval Rules configured, Single Block is having multiple rules in our case. Question 1: I used 'IN' operator to include people in the approv…
-
Unable to remove profile EXM_REV_CA_ADV_TRAHi, My expense reports are not being transferred to AP and are being rejected. Are these lines on the process log related and can anyone offer some help? (file output fr…
-
Expense Approval ErrorSummary: Expense Approval Error Content (please ensure you mask any confidential information): Expense Approval is failing after updating both Cost center value set and …
-
How to route expense report approvals to the manager of default cost center of the employee?Summary: How can we route the expense report approval to the manager of the default cost center of the employee, even if the items in the expense reports are charged to …
-
How to modify the Expense Approval FYI Notification subject lineThe FYI notification sent by the Expense Approval Workflow populates the subject line with: FYI: Expense Reimbursement (xxxx) Was Mailed to Your Home Address. Is there a…
-
Disable Withdraw Option on Expense ReportSummary: Hi Team, We have a requirement to Disable "Withdraw" Option once the Expense Report is Submitted. Once the Expense Report is Submitted User should not be able t…
-
Can we default the Kilometer value for Mileage expense typeSummary: Can we default the Kilometer value for Mileage expense type Content (required): Can we default the Kilometer value for Mileage expense type? Version (include th…
-
How to skip step with BPMSummary: How to skip step with BPM? Currently we are using Autoapprove to go to the next stage, but we do not want to see the approvers name on the Hierarchy. Is any way…
-
Requirement-Combination of Approval Group and with in that Supervisory Approval for Expense ReportsSummary: We have the requirement of sending the expense reports to be routed to multiple levels of approvals as follows - Supervisory Approval (Mandatory Step irrespecti…Navya Krishna Yarlagadda 2 views 1 comment 0 points Most recent by Navya Krishna Yarlagadda Expenses
-
BPM two conditions in one RuleSummary: This is an example of the rule we need for Expenses If Expense Type is Airfaire, then go to Approver 1 If Expense Type is Default Cost Center, then go to Approv…
-
Is there any way to include in the Expense Report Notification if the user attached the receipt?Summary: how the manager will know if the user attached or not the receipt just checking the Expense Report Notification? The only way is to click the "Check Expense Rep…
-
Expense Report to go for approval to Project Manager first and then to SupervisorSummary Expense Report to go for approval to Project Manager first and then to SupervisorContent Hi, We need to configure expense report in such manner that the approval… -
How to skip all rest participants and auto approve?Hi All, My BPM flow are like this: Participant A→ Participant B → Participant C→ ….→ Participant Z. Is there any way when participant A is approved then the approval flo…
-
One travel authorization is available to be attached for multiple Expense Reports. How to control?Summary: Currently, our client has a requirement where user should submit Travel Authorization and attach it to the Expense Report for all the reports. There is no budge… -
FinExmReimToCardIssuerFyi - when this will notification trigger and to whom this notificationFinExmReimToCardIssuerFyi - when this will get triggered - in which scenario? And to whom this notification will triggered? To employees?