Good morning. I would like to know what determines who is able to Approve/Authorise Expense Sheets? Is it the Position Structure, Position/Supervisor Access Setup? Wrt Travel Requests, there is a Travel Request Configuration available, but not for Expense Sheets. Many thanks. Anya.
Answer
Approval of Expense Sheets
Best answer by ADDMARIAE
Hi,
Expense sheest follow the same principle as time reports - position access or direct access with access role.
Whether you can Approve or Authorize other employees’ expense reports is defined in the access attributes on the access role
Whether you can approve your own expense sheet can be define in self access attribute but there is also a property in Company details for this.
Travel requests follows another approval setup - and it doesn’t work so well… The initial approval goes to the person responsible according to organization and position access.
The detailed approval and amount approval checks the travel request config setup
Regards,
Maria
+14Hi,
Expense sheest follow the same principle as time reports - position access or direct access with access role.
Whether you can Approve or Authorize other employees’ expense reports is defined in the access attributes on the access role
Whether you can approve your own expense sheet can be define in self access attribute but there is also a property in Company details for this.
Travel requests follows another approval setup - and it doesn’t work so well… The initial approval goes to the person responsible according to organization and position access.
The detailed approval and amount approval checks the travel request config setup
Regards,
Maria
Hi Maria. Thanks very much for your reply, I really appreciate it. I will then have a look at the Access Attributes and Access Roles to see if it can address our Client’s needs.
Regards
Anya
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