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Approval for Expense Reports

Former Member
0 Kudos

Hi Experts

Need some advice in setting up some approval rules for expense report in ByDesign

We are wanting to implement a rule whereby

All non project expense must

Employee Line Manager to approval non project expense of up to $250

Cost Manager to approval non project expenses up to $5000

CEO to approval non project expense of greater to $5000

Any help will be must appreciated

Antonio

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Antonio,

To set up a new approval rules for expense report follow the steps below;

1. Go to Application and User Management --> Approval processes --> Highlight Default approval process for Expense Report--> Copy.

2. Add row--> Add Process Step Name --> Add Work Distribution(Approval non project expense of up to 250) and select work distribution--> add conditions and Save and close.

Hope this will help.

Regards,

Emeka

Answers (0)