Set up approvals for expense reports
Related information
Related TopicsEnable managers to approve or decline expense reports by configuring the approval process for each approval level:
Do one of the following to define approval criteria
Set the minimum amount for each approval level.
Assign one or more approvers responsible for reviewing expense reports at each level.
Assign approval permissions
Ensure that at least one user has permission to approve or decline expense reports for each level.
For more information, go to Configure Expenses.
| Subscription | Time and Expenses |
|---|---|
| Regional availability | All regions |
| User type | Business user with admin privileges |
| Permissions | Administration
|
Go to Expenses > Setup > Configuration.
Scroll to the Expense report approval settings section.
Select Enable expense report approval.
After you select Enable expense report approval, the following fields and sections appear:
Email notification: Select this checkbox to send email notifications to expense report approvers when an expense report is ready for review.
Limit approval: Select this checkbox to ensure that approvers can view only line items that they are permitted to approve.
Value approval levels: Enter a Minimum amount and select the Minimum approvers for each approval level.
Approvers: You can select users for the following approver levels:
Unrestricted
First
Second
Third
Fourth
Fifth
Select Save.
