Expense Approval

This multi-step customization creates and optimizes the expense approval process. Initially, journal entries were created using one credit card statement per employee per month with no approval process in place.

With this customization:

1. Daily notification emails are sent to the employee until the Expense Report is submitted for approval.
2. Memos are required on the Expense Report to include a description of the expenses.
3. Using drag and drop, users can upload receipts to the line level or transaction level for the Approver’s review.
4. The entry is automatically sent to the person assigned as the Supervisor on the Employee record for approval.
5. If no supervisor is set, it will default to send to accounting.
6. Expenses can be partially approved, with the remainder to be paid by the employee.