Setting Up Pre-approval of Expense Reports
Pre-approving expense reports is a real time-saving feature, especially in approval workflows for large and public companies. It avoids bottle-necking by allowing employees to, for example, proceed with bookings.
You can send expense reports created in the Continia Expense Portal or the Expense Mobile App to the approver as marked for pre-approval. After the approver approves the expense report, you can proceed to book for example, hotels and transport. When you've completed your bookings, send the expense report back to the approver for a final check and approval.
To set up pre-approval of expense reports:
- Search
for Expense Management Setup, then choose the related link. - Under Expense Report, in the Expense Report Pre-approval field, choose your setting:
- Optional, which means users can choose whether their expense reports are sent for pre-approval or not
- Mandatory, which means users must send their expense reports for pre-approval
- Disabled, which deactivates the entire feature.
See also
For more information about expense reports, see:
Setting up expense reportsSubmitting and managing expense reportsOverview of expense reportsSetting up mileage vehicles