Budgetary control
Discussion List
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How expenses can be restricted to the travel approval (Submitted as per spend authorization) dates?Summary: Hi Team We want to understand the relevance of start and end date in spend authorization form. It is just for Information purpose, or we can restrict expense su… -
Approval status should be auto-rejected, once funds check fails for Authorization in ExpenseSummary: We have a workflow requiremnt for Spend Authorization in our project. When the authorization fails fund check, the authorization should be auto-rejected and sho… -
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… -
How to close unused Spend Authorizations in bulk?Summary: The unused Spend Authorizations can be closed manually to release the funds, We need a way to close unused Spend Authorizations in bulk. E.g. When an employee i…
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How to add new project/budget related column in Expense approval notificationI suppose to add budget available amount in Expense approval notification where the Budget and Task names are displaying in the Expense Approval notification. I tried to…
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Creating rate limits with basic salary's 10%Hi Team, we are trying to create a policy such that employee can able to claim upto his basic salary's 10%. please let us know if its feasible or not.
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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 … -
There is a web service for creating Spend Authorizations?We require to automatically create approved "Spend Authorizations" to be available on the expense report for the scenario when an employee submits an expense that exceed… -
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…