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How to create approval flow in Expenses Claim

  • 6 November 2020
  • 4 replies
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Userlevel 1
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Hi Sir

Not sure if anyone know how to create the approval flow in the Expenses Claim?It would be good if you can give me a guide/step to create the approval flow.

Reefe to below, there is not able to “ add” in the approval details.

 

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Best answer by vkumar 9 November 2020, 06:09

Hi @erin 

((Approval.OwnerID.EMail)) should work. Let us know the result.  We have following sample notification on our Sales demo data. You can test that as well. 

Hope this helps,

Regards,

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Userlevel 3
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Hi @erin ! To see approvals for Expense Claims you’ll want to make sure one is selected in the Time & Expense Preferences:

If there is not an existing approval map to choose, you can click the pencil to make a new one.

 

Once you’ve made the expense claim, you should see the details on the claim once it is submitted:

Here is a link to the help documentation on Expense Claim Approvals:

https://help-2020r2.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=ace4d71a-cfd2-4634-8e92-edad9c2a0f4b

 

Userlevel 1
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Hi Benjamin

Thanks for your prompt reply. In my system , not able to find the Time and expenses preferences 

Is it because user authority issue ?

Thank you

 

Userlevel 1
Badge

Hi @erin ! To see approvals for Expense Claims you’ll want to make sure one is selected in the Time & Expense Preferences:

If there is not an existing approval map to choose, you can click the pencil to make a new one.

 

Once you’ve made the expense claim, you should see the details on the claim once it is submitted:

Here is a link to the help documentation on Expense Claim Approvals:

https://help-2020r2.acumatica.com/(W(8))/Help?ScreenId=ShowWiki&pageid=ace4d71a-cfd2-4634-8e92-edad9c2a0f4b

 

Hi Benjamin

Thanks for your very clear step to guide me. i manage to do that :)

Currently , I would like to send the Expense Claim Pending Approval notification to the approver to inform them to approve the claim . I go to the notification template as below.

In Approval Map (Blue box): I set the approver is employee and and employee : FLSSG05 . I want trigger the notification email to her once the claim submitted.

In Notification Template (Green box) : May i know what formula command that i need to enter in the green box in order to send the notification email to appover?  as i based on the below formula command is not sucessfuly send to notification email to the approver. 

Not sure if you could help this?

 

Userlevel 4
Badge +3

Hi @erin 

((Approval.OwnerID.EMail)) should work. Let us know the result.  We have following sample notification on our Sales demo data. You can test that as well. 

Hope this helps,

Regards,

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