Authorizations

Authorizations request advance approval of future expenses. Employees create an authorization, enter future expenses, and request approval. To use this feature, you must enable expense authorizations.

To enable Expense authorizations, go to Administration > Application Settings > Expenses > Other settings and check the Enable expense authorizations box.

Note:

Authorizations do not prevent any expense entry.

Authorization Numbering

When the authorization feature is enabled, a tab displays in the Expenses application for Authorization numbering. In addition, a link for the Authorization numbering form displays under Expenses Settings. Use it to designate an authorization starting number.

To request an Authorization:

1. Go to Expenses and select Authorizations New from the Create Button.

2. Type Authorization name/destination.

3. Select currency and type description.

4. Select Customer : Project.

5. Enter dates.

6. Type advance required.

7. Provide any additional information and click Save.