Expense approval

Question

My controller got us up and running in expense management before he left the school.  I cannot find any notes on how to set up electronic users and new approval work flows.  Is there a good resource out there to help me?  I can see the work flows that he set up but I can't figure out how to create a new approval user for an employee.  I would appreciate if there is a Knowledge Base article about it.

Thanks

Will Wellman · Answer

Hi @Dave Baacke, if you'd like to learn more about Expense Management, I'd recommend the Expense Management class we have in Blackbaud University. It's a self-paced eLearning that you can return to at any time. It's pretty detailed, so feel free to just focus on the areas you need.

Here is the link: Expense Management eLearning

Sandra Ross · Answer

@Dave Baacke Here is a link to the user settings for Expense Management (look to the bottom of side bar)

https://webfiles-sc1.blackbaud.com/files/support/helpfiles/fe/content/fe-edit-user-defaults.html?envid=p-68Jw8oQWv0Oe8VPZUAR_Bw&entitlementTypes=fnxsr,r7alu,amdp,rcpt,don,reg,pdft,r7-ct,ogsre,opzfm,$pco,rmema,reaia,genai,ocr,atren,pcwfd,pin,pcomm,retrb,qryur,qrywr,rnxmr,aifed,rnxrp,rxhom,rxlpa,repst,rxwcp,rxwap,rxcom,ctct1,clbak,$apvm,qrywf,msai,rnxcp,rfdgl,gfpco,pljhy,rnxst,itags,wppra,recog,cusgs,glcfg,g$opp,supch,supwb,ogops

Each user has a security tab (shown below) and you can check the box if they should now be able to approve Purchase Requests or Invoices).  Once you have the user setup to approve, they can then be added to any Approval Rules you have in place or you can make new rules

https://webfiles-sc1.blackbaud.com/files/support/helpfiles/fe/content/fe-settings-approval-rules.html?envid=p-68Jw8oQWv0Oe8VPZUAR_Bw&entitlementTypes=fnxsr,r7alu,amdp,rcpt,don,reg,pdft,r7-ct,ogsre,opzfm,$pco,rmema,reaia,genai,ocr,atren,pcwfd,pin,pcomm,retrb,qryur,qrywr,rnxmr,aifed,rnxrp,rxhom,rxlpa,repst,rxwcp,rxwap,rxcom,ctct1,clbak,$apvm,qrywf,msai,rnxcp,rfdgl,gfpco,pljhy,rnxst,itags,wppra,recog,cusgs,glcfg,g$opp,supch,supwb,ogops