Expense Approval Workflow

Expense Approval Workflow

This section helps in defining the expenses approval workflow for both domestic and international travel.

Steps for Defining the Workflow:

1. Click Travel and expense in Settings section and select "Expense Approvals"

    Travel and Expense > Expense Approvals


2. Enter the rule name and define applicability of this rule to the employees on the basis of Companies, Business units, Role groups, Location levels and functions etc.


You can select the applicability of this rule to Travel, Local Conveyance and Others expenses by clicking the same as shown above

3. Select the first and second level approvers for both domestic and international travel expenses:


  Approvers can be:


  ii.Functional Supervisor

  iii.Role based

  iv.Function Head


The first level approval can be set as Auto approved, in which case it gets auto approved and sent for second level approval

Second level approval can be set for approving all requests or only those that have deviations from the set rules

4. Click "Save" and the rule gets saved

 You can Edit/Mark inactive a particular rule by clicking on the same

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