Within Capture Expense, you can create single-stage or multi-stage Approval Workflows for approving expense claims. The Approval Workflows can then be selected in User Accounts and Categories. This is useful if you have different workflows for each department.
You can add stages 1 to 6 within on Approval Workflow.
To create a single staged approval workflow
- Navigate to the Approvals page.
Go to Setup> Overview> Approval Workflow or Setup> Approval - Click + Approval. The Approval Workflow page appears.
- Enter the Workflow's Name.
- Ensure Active is selected.
- Enter a Description.
Note: Enter a description is useful for identifying several different Approval Workflows. - Select User/Manager.
Note: If not default line manager, click the person icon and select the applicable person from the Approvers list. - Select Always.
- Select Allow Edit, if necessary.
- Click Save. The Approval Workflow is created. Notice the number of stages displayed on the Approval record.
To create a multi-staged approval workflow
All users/managers within the Workflow must approve the employee's claim before it can be submitted to Finance for payment.
- Navigate to the Approvals page.
Go to Setup> Overview> Approval Workflow or Setup> Approval - Click + Approval. The Approval Workflow page appears.
- Enter the Name.
- Enter a Description, if necessary.
- Enter the relevant information in the 1st stage.
- Click + Stage. A new row appears.
- Select User/Manager.
Note: If not default line manager, click the Person icon and select the applicable person from the Approvers list. - Select Amount Exceeds.
- Enter the threshold amount.
- Select Allow Edit, if relevant.
- Click Save. The Approval Workflow is created with the number of stages displayed.
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