Use the Personal Expense Approval submodule to add new personal expense approver roles.
To use Personal Expense Approval in the Approval submodule, you must have access to
Settings as defined in User Access Rights under
Settings.
To add a new personal expense approver role:
-
On the main toolbar, click
Settings
.
-
If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new personal expense approver role.
-
In the left pane of the Settings page, click
.
-
On the grid toolbar, click
Add Role
.
-
In the Add Role dialog box, use the drop-down list to select the role that you want to add as a personal expense approver and click
OK.
-
You can edit the
Priority,
Trigger Amount,
Employee,
Dimension Role, and
Limit to Job fields by double-clicking on the corresponding field.
Note: You cannot edit the
Employee,
Trigger Amount, and
Dimension Role fields for all personal expense approver roles.