Require that Expense Reports Be Approved

You can require that expense reports go through an approval process.

Prerequisites:

• You must have at least one employee entered in the Employee hub.
• If you want to use an approval workflow for expense reports that is different than the ones that are provided with DPS, you must set up the approval workflow in Settings > Workflow > Approval Workflows, in the desktop application.

If you have multiple companies, you must complete these steps for each company.

To require that expense reports go through an approval process:

1. In the Navigation pane, select Settings > Expense > Expense Approvals.
2. On the Expense Approvals settings form, set Use Expense Approvals to Yes.
3. In the Approval Workflow field, select the approval workflow to use for expense reports. You can select an approval workflow that comes with DPS or any approval workflow with an Active status that you created for expense reports in Settings > Workflow > Approval Workflows, in the desktop application.
4. In the Approval Administrator field, select the employee who will have administrative responsibilities and provide assistance for approval workflow processing for expense reports. If the approval workflow that you entered in the Approval Workflow field already has an approval administrator assigned to it in Approval Workflows Settings, the name of that approval administrator prefills in the Approval Administrator field on the Approvals form. If you change the approval administrator in this field, the approval administrator is also changed in Approval Workflows Settings for the approval workflow.
5. Click Save.