Creating an Authorization

You can create an authorization from any page in SuiteProjects Pro.

After you create an authorization, you can change the authorization information before you submit the authorization for approval. If an authorization is rejected, you can edit it and submit it again for approval. For more information, see Updating an Expense Report.

To create an authorization:

1. Click the Create button and select New... under Authorizations or Expenses: Authorizations under All items.

   The new authorization form appears.

2. Select or enter values in the authorization form. The information that you can or must enter depends on on your company's SuiteProjects Pro account configuration.

   • Authorization name/destination

   • Currency – The currency for your authorization.

   • Description/purpose

   • Customer:project – The Customer:Project for the authorization.

     You can click the search icon and enter a few characters in the search bar or use the advanced search to find matching projects. Select a project from the search results.

   • Depart – This is the start date of the period covered by the authorization.

   • Return – This is the end date of the period covered by the authorization.

   • Advance required – The total advance required against planned expenses.

   • Notes/instructions

3. You can add multiple files from your computer as attachments or attach a workspace document to your authorization. See Adding Attachments.

4. The authorization record appears. See Expense Report Record.