How to create approval flow in Expenses Claim

Hi, how do a restrict user to release expense claim using the approval map? Thanks

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?

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