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