Expenses & Travel·支援代碼GEN-166 員工專用

Approving Expense Reports

Who approves expense reports, how they do it, and what is available today.

【What is available today】

Expense reports use single-approver approval: anyone with the expense approval permission can approve them.

Routing by amount or category, multi-step approval, delegate approval, and automatic escalation are in preparation and cannot be configured.

【Deciding who approves】

1.Open Admin menu → Role Management.
2.In the role that handles expenses, tick "Expense Approval" under "Delegated admin functions".
3.Save. Users with that role can now approve expense reports.

【Approving】

Open "Approvals" in the side menu, or "Expense Approvals" in the admin menu, to see what is waiting.
Review and approve, or return the request with a reason.
Several requests can be approved at once from the list.

【After approval】

Approved expenses can be posted to the journal, grouped into a payment batch, and exported as a payment detail CSV.

【Larger amounts】

Approvers cannot be switched by amount. Cover this with an internal rule, such as consulting a manager before spending above a threshold.

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