Setting up Pre-approval of Expense Reports
Depending on the amount of users, pre-approval of expense reports can be a time-saving feature, especially in large and public companies, in approval workflows.
Expense reports created in the Continia Expense Portal or the Continia Expense App can be sent to the approver as marked for pre-approval. Once the approver approves an expense report, the expense user can proceed with booking hotels, transport, etc., and when bookings are completed, the expense report will be sent back to the approver for a final check and approval.
When setting up pre-approval of expense reports, you can choose Optional, which means that users can choose whether expense reports are sent for pre-approval or not, or Mandatory, which means that users must send expense reports for pre-approval, or you can disable the feature entirely by choosing Disabled.
To set up pre-approval of expense reports, follow these steps:
- Choose the icon, enter Expense Management Setup, and then choose the related link.
- On the Expense Report FastTab, in the Expense Report Pre-approval field, choose your preferred setting.