Add New Personal Expense Approver Roles

Use the Personal Expense Approval submodule to add new personal expense approver roles.

To use the Personal Expense Approval submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new personal expense approver role:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new personal expense approver role.
3. In the left pane of the Settings screen, click Company Approvals > Personal Expense Approval.
4. On the grid toolbar, click Add Role .
5. 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.
6. You can edit the Priority, Trigger Amount, Employee, Dimension Role, and Limit to Job fields by double-clicking on the corresponding field.
   Note: The Employee, Trigger Amount, and Dimension Role fields are not editable for all personal expense approver roles.