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Hello,

In our current IFS Cloud 25R1 setup, we have noticed that the standard expense process works as follows:

  1. The employee submits the expense sheet.

  2. The line manager reviews and approves it.

  3. The finance team must then authorize the expense sheet before it can proceed to payment.

For our business process, once the line manager approves an expense, we would like it to be ready for payment without requiring the authorization step.

My questions are:

  • Is there any configuration setting in IFS Cloud 25R1 that allows us to remove or bypass the finance authorization step entirely?

  • If not, has anyone implemented a workaround such as a custom event, workflow modification, or any other tailoring to achieve this?

  • Are there any risks or limitations we should be aware of if we remove this step?

Any guidance, examples, or documentation references would be greatly appreciated.

 

Thank you in advance for your help!

 

Hi ​@Timasha 

Generally the confirmation is performed by the employee and the manager is expected to approve the expense sheet for payment and the finance will do the checks between the receipts and the expense details to authorize.

The easiest way around this is to change the way the company currently works that is requesting the managers to authorize the expense sheet directly upon confirmation than approving it, IFS allows you to authorize the expense sheet directly when its in the confirmed state.

But, since we are eliminating the entire step finance is performing we should see the risks too, If we are asking managers to authorize the expenses they should be performing a line by line check in the expense sheet and you would need to check how it would affect their job and the audits.

Hi ​@Timasha - Also not that there is a company property which limits the authorization of expense sheet directly from confirmation.

if the value for the below property is YES then the expense sheet can only be authorized upon approval

 

 

Hello, 

Thank you so much for your explanation and suggestion. Your points on risks and audit implications are well noted, and we’ll keep them in mind before proceeding.

Best regards,
Timasha

Hi ​@Timasha - No problem, please mark the answer as best answer so it would help community members in future.

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