How to create sequential approvals for Expense Claims

This feature enables sequential manager approvals for a single transaction entry and defines manager approvals based on rules created.

Maria Large Knowledge Base Template -Jun-28-2023-02-28-06-6892-PM

Field	Description
Office	Select an office.
Transaction Type	Select Expense Claims.
Show inactive lines?	Check to view inactive approval sequences.
Sequence	Enter the order of approvals as defined by the company's approval rules.
Approval Data Type	Select the data type Billable Cost Non - Billable Cost Billable Cost Exceeds Estimate
Description	Enter a description (the description entered can be the same as the approver type).
Minimum Amount	Enter the minimum amount (if applicable).
Approver Type	Select an approver type Specific Approver Supervisor of Employee Department Head of Employee Approver Nominated on Transaction User Access Group Job Manager Job Production Manager Department Head
Specific Approver	Enter the name of a specific approver (if applicable).
User Access Group	Select a specific group to approve the purchase order (if applicable).
Send Message?	Check the box to send a message regarding the status to the employees involved.
Send Email	Check the box to send an email regarding the status to the employees involved.
Active	Check the box to keep the line item active.

5. Click SAVE.

Approval sequences can be created for each approval data type.

Once Approval Scenarios are created, it is important to note that switching back to the old workflow is not possible.