Intro to Pre Approvals

Pre approvals are a one-off request to temporary offset an expense type limit.

For example, John has an upcoming business trip to attend. The cost of the trip exceeds the expense limit of 200 dollars and 100 dollars for both accommodation and transport budget entitled to company employees. John can choose to submit a pre approval to allow him to make an expense claim that exceeds this limitation.

These requests can also be applied for by a manager for their employee or by an admin.

Similar to expense claims, pre approvals are:

  • bound by the same expense types as expense claims

  • have to be approved by someone within the company.

thus the expense admin should ensure that expense types are set up properly and assigned to the correct employees.

The org chart has to be set up correctly as well.

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