Siebel Professional Services Automation Guide > Expense Reporting > Administrator Procedures for Expense Reporting >

Setting User Approval Limits

Based on the reporting structure of your organization, you must set up limits that determine the maximum expense amount each manager can approve. Any expense report that exceeds the limit is automatically routed to another approver, as determined by the reporting relationships you have defined. The following procedure explains how to set the approval limit amount for a particular approver.

To set an expense report approval limit

1. Navigate to the Administration - User screen > Employees view.
2. In the Employees list, select the employee record for whom the approval limit will be set.
3. In the Expense Approval Limit field, enter the approval limit.