How to set up approval and posting settings for Expense and Credit Card claims

There are now two options in Accountability for agencies to choose from to manage the approval workflows for expense claims and credit cards

Single approval workflow

The required approvals are set by assigning approval rights to the managers responsible.

Steps:

Navigate to SETUP FILES > Approval & Posting Rights.
Under TRANSACTION TYPE, search for Manage Credit Cards and Manage Expense Claims.
Check the USE INITIAL MANAGER APPROVAL FUNCTION? box.
To enhance the single approval workflow by using the supplier invoice manager approval function for expense claims and credit cards, please check the corresponding boxes below.

Scenario approval workflow

The required approvals are set by creating approval workflows for the relevant transaction type (Expense Claims and Credit Cards).

Steps:

Navigate to SETUP FILES > Approval & Posting Rights.
Under TRANSACTION TYPE, search for Manage Credit Cards and Manage Expense Claims.
Uncheck the USE INITIAL MANAGER APPROVAL FUNCTION? box.
Click SAVE.

Once Approval Scenarios are created, it is important to note that switching back to the old workflow is not possible. To prevent any confusion or unintended changes, the checkboxes related to the old workflow will be hidden. This ensures that users are not able to switch between methods once Approval Scenarios have been implemented. By hiding these checkboxes, the system ensures that the new workflow remains consistent and avoids any potential disruptions or inconsistencies in the approval process.