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How to turn off expense report approval routing
Hi! We are currently integrating our NetSuite instance with Concur and need to find a way to bring over expense reports to NS as fully approved. Currently, expense reports are labelled as "pending approval" but we would like them to go to "approved by accounting" or "fully billed" straight away. Any insight would be…
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How to set up Approval Routing in Expense Reports?
We are attempting to use the native approval routing for our expense reports and have had a few issues. One is if the role has more than create they are able to approve their own expenses and override the supervisor. We did find the solution to this issue is setting the permission level to create. With those permissions it…
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Expense Report Reject - Core feature and Custom Workflow
Hey guys! how are you doing? We have the approval core feature enabled in our instance for ExpRept. Then, we use it with some RPA to manage the approvals. Now, we need to use a custom workflow to handle it too. So, we know that if we update the "Accounting approval" field = T, the core feature will change the status to…