Auto Release Expense Claim on Final Approval

Hi @satwikh1 ,

Have you gone through the below link?

How to create approval flow in Expenses Claim | Community (acumatica.com)

Here @BenjaminCrisman provided step by step guide for approval workflow of expense claim.

Hope, it helps!

hi @sagar07 ,

thanks for your information. I don’t have any issues neither approval workflow nor notification for expense claim,  it’s working properly.

What I need  to know is how to release the expense claim automatically when last approver hit the “Approve” button.

Currently, as workaround solution, system sent a notification to claimer to release the expense manually after final approval.

Hope it sharpen my query on it.

thanks in advance.

Regards,

Iko

 @BenjaminCrisman, thanks for your information. 

Finally, we use screen Release Expense Claim (EP501000) and make automation schedule to release the approved expense claims in certain looping time. 

Hello,

We have developed a Business Event that will Auto Generate and Process the Expense Claim after the final Approval of the Expense Receipt.

The nice part is the expense receipt date is used to create the claim date (Making it better for reconciling).

Please upvote this idea -