Question

Not able to authorize Expense

  • 12 January 2022
  • 8 replies
  • 265 views
S
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Userlevel 2
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When I try to authorize an expense it’s disabled 

 

 

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8 replies

MadushaDissanayake
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Userlevel 7
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Hi @sarahs

 

What’s the Status of the Payment Line in Payments Tab?

 

Thanks and Best Regards

Madusha

Zuha Samsudeen
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Userlevel 5
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Hi @SarahS ,

One of the reason could be due to the configuration on the Access Definition in Human Resources -> Organization Administration -> Position Definitions -> Position Access window. Is it possible to check that please?

Thanks & Best regards

Zuha

S
Rank
Userlevel 2
Badge +3

Hi @sarahs

 

What’s the Status of the Payment Line in Payments Tab?

 

Thanks and Best Regards

Madusha

The status is Requested

S
Rank
Userlevel 2
Badge +3

Hi @SarahS ,

One of the reason could be due to the configuration on the Access Definition in Human Resources -> Organization Administration -> Position Definitions -> Position Access window. Is it possible to check that please?

Thanks & Best regards

Zuha

I already checked it .. I have the access right to authorize the expenses

MadushaDissanayake
Rank
Userlevel 7
Badge +17

Hi @SarahS 

 

‘Authorize Payment’ option should be enabled for a user if the following conditions are satisfied.


1:Property Code:AUTAPREXP should have the value YES in Company Details window for the respective company

2: The user who is trying to Authorize Payment must belong to a position ID higher than the position ID of the employee connected to the Expense Sheet.

3: The position ID of the user who is trying to Authorize Payment must be connected to Authority Attribute. The Authority Attribute should have Authorization Type: ‘Travel Expense Authorization Level’ with a higher Authorization Level.

 

Kindly check and let us know the result.

 

Thanks and Best Regards

Madusha

Nayomi Kariyawasam
Rank
Userlevel 3
Badge +7

Hi @SarahS,

Additionally, kindly check is it possible to Authorize this record from Employee payments window as well. You can search the record with expense sheet ID. 

If not, as per above suggestions, please make sure authorizer has access to proceed the action.

 

Thanks & Best Regards,

Nayomi

S
Rank
Badge +1

Due to the diverse areas within higher education, it is difficult to compile an all-inclusive list of disallowed items. Generally, an item is allowed if it supports the mission of the institution and can be justified as an official business expense. 

S
Rank
Badge +1

Due to the diverse areas within higher education, it is difficult to compile an all-inclusive list of disallowed items. Generally, an item is allowed if it supports the mission of the institution and can be justified as an official business expense. 

MyBalanceNow The functionality works only for your own ERs (for cases where the Employee of new ER is the Traveler of the old ER). The idea behind that functionality is, for example, that the Employee can just copy data from ER in case of traveling to same locations like in the other ER.

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