Set up approvals for expense reports

Enable managers to approve or decline expense reports by configuring the approval process for each approval level:

1. Do one of the following to define approval criteria

   • Set the minimum amount for each approval level.

   • Assign one or more approvers responsible for reviewing expense reports at each level.

2. Assign approval permissions

   • Ensure that at least one user has permission to approve or decline expense reports for each level.

For more information, go to Configure Expenses.

1. Go to Expenses > Setup > Configuration.

2. Scroll to the Expense report approval settings section.

3. Select Enable expense report approval.

   After you select Enable expense report approval, the following fields and sections appear:

   • Email notification: Select this checkbox to send email notifications to expense report approvers when an expense report is ready for review.

   • Limit approval: Select this checkbox to ensure that approvers can view only line items that they are permitted to approve.

   • Value approval levels: Enter a Minimum amount and select the Minimum approvers for each approval level.

   • Approvers: You can select users for the following approver levels:

     • Unrestricted

     • First

     • Second

     • Third

     • Fourth

     • Fifth

4. Select Save.