Hi experts,
Need your advice / solution on how to release Expense Claim automatically on final approval.
because this configuration seems doesn’t exist in the Preferences.
Thank you in advance for your solution.
Regards,
Iko
Best answer by BenjaminCrisman
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+1
Hi
Have you gone through the below link?
How to create approval flow in Expenses Claim | Community (acumatica.com)
Here
Hope, it helps!
hi
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
+4
Instead you’ll probably want to create an import scenario to trigger as soon as the document hits ‘Approved’ status, this is what I’ve seen in other deployments.
Finally, we use screen Release Expense Claim (EP501000) and make automation schedule to release the approved expense claims in certain looping time.
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