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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.

Tip: 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.

1. Navigate to SET UP FILES > Approval & Posting Settings.

2. Click on Approval Scenarios on the top right side of the page.

3. Click New Scenario.

4. Enter the following information:

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.

This guide shows how to set up sequential manager approval scenarios for expense claims using scenario‑based rules.