Important: You must be a system administrator in order to set up this functionality.
This feature enables you to pre-approve expenses 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.
With the new Pre-Approval feature, you can request and approve expenses—such as travel — in advance.
To activate the Pre Approval feature, navigate to Setup> Settings tick the box Allow users to submit Pre Approved Expenses and select an individual or the generic Line Manger to receive the Pre Approval requests.
Finance and administrator user are able to view all Pre Approval requests via the Insights menu item – Pre Approval tab. Filter options are available in the right side bar.
Next Steps:
How do I create a Pre Approval Request?
How do I approve a Pre Approval Request?
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