Approvals
Discussion List
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Is there any program to delegate expenses so that subordinate can submit expenses for managerSummary: Is there any program to delegate expenses so that subordinate can submit expenses for manager Content (please ensure you mask any confidential information): Ver…
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Number of expense reports pending approval on average per daySummary: I've been asked by the business if it's possible to find the following metric: Content (please ensure you mask any confidential information): When trying to fin…
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System is allowing same date perdiem expense to be claimed multiple time under different exp reportThe users should not submit the expense type of per diem multiple times for the same day. The system should limit the user to only submit one per diem Expense type per d…
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iExpense approval for terminated staffSummary: Getting error on iExpense approval for terminated staff. Is there's any set up requires Content (please ensure you mask any confidential information): Version (…
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What is Meaning of "Pending Custodian Review" in Cash advance?Summary: Cash Advance Status is Changed as Pending Custodian Review After Cash Advance approval. Please Advise to How to proceed it. Content (please ensure you mask any …
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How can we bring approver manager in the BIP reportSummary: Currently our approval process is if amount =
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Variance in Expense Report Approvers when compared with workflow/BIP report vs front end UISummary: for and approved expense report the approvers which seen in front end UI are not matching with the approvers in the backend table. Content (please ensure you ma…
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Approval workflow of Spend AuthorizationWhen submitting a Spend Authorization, the approval workflow is going to the employees Manager, which is correct. That Manager is 'Reassigning' the SA to a user outside …
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Add attendees to expensesSummary: The default search requires the full name to be included (eg First Name Middle Name Last Name), just searching for First Last returns no results and First or La…
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Document Sequence category Expense Report vs Payment Request (Document Sequence Category Name)Summary: I am configuring the "Document Sequence" for the Expenses module. Under the Assigment section, I see two categories : "Expense Report Invoices" and "Payment Req…
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Unable to create Cash Advance Request approvals based on DFF created in Cash Advance RequestSummary: We are unable to create Cash Advance Request approvals based on DFF created in Cash Advance Request. We cannot find any of the DFF's which are created in the BP…
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Notifications for uploaded transactions after employee termination not receivedSummary: When an employee is terminated a notification is sent to the role FIS EXP Corporate Card Administrator Global to accept and submit existing card transactions th…
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Is there any report where we can check which approver has approved the expense reportSummary: Hi Team, Is there any report where we can check which approver has approved the expense report? Content (please ensure you mask any confidential information): V…
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Expense report approval based on multiple cost centresSummary: Users want to define approval groups with varied list of approvers and must have an approval rule to assign these groups. If we define Cost Centres based rule i…
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Employee status is inactive in the approval chainSummary: We are facing BPM is throwing an exception error, as while it is trying to assign the next level approver, the status of employee is inactive. what is the best …
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Expense approval rule for Inactive empoloyeesSummary: Hi Team, We would like to understand the expense approval rule for Inactive Employee Content (please ensure you mask any confidential information): Once an empl…
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Expense Approval Tables to create custom BIP reportSummary: We need to build a custom BIP report that allows us to see the Approval Flow/Path ( Approval Hierarchy) for the Expense Report that has been Submitted or Expens…
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Escalation and Expiry notification is enabled for the purchase requisitionSummary: We have a requisition that was escalated and expired as per the configuration in the BPM, however user submitted the PR, Some of the approver taken action and s…
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Receipt Attachment Post ApprovalSummary: I have a requirement where client is expecting below flow for Expense Reimbursement. 1.User will create and Submit Expense report without receipt attachment 2.E…
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Need to know the background task in BPM triggering the below FYI NotificationSummary: Can you please let me know the BPM task that is responsible for this payment notification to employee in expenses which task is triggering this FYI notification…
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Set Approval Rules for Expense Report with Multiple Expenst TypesHi All, We need an approval rule of expense report like: if expense type is "Memebership Subscription", then need approval, otherwise do not need approval. We use the ru…
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How can Expense auditor see which one is additional approver in the workflowSummary: We found that when approvers approved and route to expense auditor, expense auditor cannot see which one is additional approver(e.g. reassign/route by approver)…
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Email Notification for Expense DelegationHi Team, We have a requirement to have an email notification for any expense delegation created. Example If Person A created a Delegation and Assigned to Person B. Syste…
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How to Configure the Assigned To LOV in Expense Report Approval?Summary: In the Expense Report Approval page, There is an "Assigned To" Field. Where can I configure this "Assigned To" Field list of values (LOV)? Content (please ensur…
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Is there an option to scan the receipt in UI in ExpensesSummary: we have scan option while uploading receipt in mobile application expenses which will auto populate some of the data fields. Is there any similar functionality …
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BPM rules to evaluate the manager type in Expenses WorkflowSummary: How to write BPM rules to evaluate the manager type and route it to supervisor if LINE_NAMAGER type exists if not route it to the approval groups. Currently the…
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Notification prefix is not coming to the employee when delegate creates the expense reportWhen a delegate creates an expense report - at first stage it is going for approval of employee. Once employee approves it, it routes to manager approval based on the co…
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Is it possible to have a % audit of expenses go to audit before Manager approval?Summary: Currently we have employee expenses going for line manager based on HR hierarchy approval before audit. The audit is configured at 5%, we would prefer to have a…
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Question Regarding Receipt validation box when managing expense reportsWe received a question from our P2P department. The department has recently been added to the approval workflow for expense reports. In addition to approving expense rep…
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Credit card loaded negative transaction in expense as reversalSummary: How to manage the credit card reversal transactions, which as loaded with negative amount. As part of expense report creation t is showing negative amount where…