Configure

*This section details the workflow required to be configured in order to use the line level expense approval feature.

Workflow Setup

Create a line level expense workflow that has approvals done for each line and then create expense approval workflow. It then invokes the line level workflow from the expense workflow.

Go to Expense management > Setup > Expense management workflows

Invoke the above created expense line level workflow in Review expense workflow as shown below:

User can add Expense approver as a participant on the expense workflow. Once the expense approver is added on the workflow, expense reports will be assigned to the expense approver mentioned on the employees.

Parameter Setup

On projects360 parameter form, under Workflow line level approval tab, a new set of parameters under the “Expense line level approval” has been introduced to allow edit of few fields on Expense line level approval form. User needs to set the field value to ‘Yes’ in order to edit particular fields accordingly.

Go to Project management and accounting > Setups > projects360 parameters > Workflow line level approval tab

Details of the fields available on the projects360 parameters form are as follows –