Go to Expense > My Expense > My Pre Approvals

Click ' New Pre Approval' button

This Brings up the Add Pre Approval Window

  • Name: Name of pre-approval is mandatory

  • Description: A short description of what this pre approval request is for

  • Start Date: The start date required for offsetting expense type limit

  • End Date: The end date required for offsetting expense type limit, after which the expense type limit will go back to the previous settings.

  • Set Limit: Set the expense type required for offsetting its current limits

  • Expense type 1:

    • Select Expense type

    • Amount: new amount to limit

    • Type: per request/per day/month/per calendar year

  • Add New Expense Type

  • Red Bin Icon: delete an expense type

  • '+' Icon: to add more options within the same expense type

    Click 'Save'.

Your Pre approval is now reflected under My Pre approvals for tracking.


Did this answer your question?