Expense Management Approval Rules

Shannon Simmons

We are implementing Expense Management for our Payables process. We have set up approval rules for our housing group. ( our guinea pigs). I need to know how to make it so staff can select the right approval rule for each invoice. As of now, I am the only one with that right because I am admin/supervisor role.

Kevin Brazell

@Shannon Simmons one way is to set a default approval rule for the users. That way they don't even have to remember to pick the right one. That's on the user management in settings of EM.
But you can also set which rule (s) users have access to in the approval rule groups settings. If a user doesn't need access to a particular rule, don't put that use in the group for it. The exception is admin users. They have full access and self approval with no limits. That would have to be an internal workflow control and process.

Shannon Simmons

@Kevin Brazell Thank you for your help! ?