Checklist: Configure and Enable Approvals for Employee Expenses
Use an approval process based on an approval workflow for employee expenses (expense report or expense line item approvals).
Step | Description | Location in Vision |
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1 | You must activate the Time & Expense module, if it is not already activated. | |
2 | If you use organizations in Vision and you want employee expenses to be approved by someone at the organization level, add approval roles at the organization level. Assign an employee to the approval role. |
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3 | Create approval workflows for expense reports in
Sample employee expense approval workflows are also available, but you need to identify the approval administrator first before using these sample workflows:
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, expense line in
, or both.
When you create an approval workflow, select Employee Expenses in the Application field on the General tab. Create new workflows or modify sample workflows on the Approval Workflows form. Configure the steps, approvers for the steps, and notification alerts in the Approval Workflow form. Use the Approval Workflow form to identify the approval administrator for the sample employee expense approval workflows. |
4 | Enable approvals workflow for employee expense applications and assign an approval workflow. | Select the Use Approval Workflow for Employee Expense Reports option on the Setup tab of the Company Expense Report Configuration form. Then select the employee expense approval workflow from the Approval Workflow drop-down list. Configure the other settings in the form as needed. Click Save to enable the approval workflow for employee expenses. These sample workflows do not display in the
Approval Workflow drop-down list if the approval administrator is not yet identified:
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