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How to reassign approvals of own credit card claims to a supervisor

This guide explains how to reassign credit card claim approvals to a supervisor.

Step by Step Guide:

    1. Navigate to Set Up Files > Set Up Options.

    2. Click Expense Management Rules.

    3. Enter the following information:

    Rule Type
    Select Reassign approval of own credit cards to supervisor from the drop-down box.

    Office
    Select an office.

    Office Currency
    Select an office currency.

    Task Type
    Select a task type (optional).

    Amount
    Enter an amount (optional).

    4. Click Save.