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

This rule is to prevent employees from approving their own credit card claims when the new scenarios approval workflow is in use.

Steps: 

  1. Navigate to SET UP FILES > Set Up Options. 
  2. Click on Expense Management Rules, located at the top right of the page. 
  3. Enter the following information
    Maria Large Knowledge Base Template -Jul-21-2023-02-13-05-4890-PM

    Field  Description
    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 or SAVE & CLOSE.