Use the System Expense Report Configuration form to turn on and configure the Expense Report Line Item Approval feature for your entire enterprise. Expense Report Line Item Approval enables principals, project managers, and/or supervisors to review and approve (or reject) all expense charges entered for their projects.
Approvers can:
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Verify that the expenses charged are accurate and appropriate for the projects specified.
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View only expenses charged to their individual projects, not actual employee Expense reports.
You can set up line item approval for all projects, only regular projects, only overhead projects. only promotional projects, or any combination of regular, overhead, and promotional projects.
Expense Line Item Approval vs. Expense Approval
Expense report line item approval is different from expense report approval. They are two separate approval functions that function independently of each other.
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Expense Report Approval — Use this feature if you want designated approvers to approve
entire employee expense reports, including all entries on each expense report. To activate expense report approval, select
Require expense reports to be approved before posting on the Setup tab of Company Expense Report Configuration. This is a company-specific setting.
You can require one of the following:
If you do not require either type of approval, you can post expense reports with a status of
Submitted.
Related Alerts
After you set up the Expense Report Line Item Approval feature, you can set up the following alerts:
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Expense Report Line Item Charge — This alert notifies principals, project managers, and/or supervisors when expenses have been charged to their projects.
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Expense Report Line Item Rejected — This alert notifies employees when expense charges have been rejected by principals, project managers, and/or supervisors.