Pre-approvals

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This feature lets you manage pre-approved expenses - such as travel - before any funds are spent. This added layer of control is designed to improve your expense management process, helping you manage budgets and streamline approvals.

To activate pre-approvals

  1. In the side menu, click Setup > Settings.

  2. Tick the box Allow users to submit Pre Approved Expenses

  3. Select an individual or the generic Line Manager to receive the Pre Approval requests.  - XX