Reimbursement Finance Mapping
In this page, Location Wise Finance Approver for Reimbursement (Spend management) can be assigned.
Reimbursement applications from employees would be routed to Finance Manager once First Reporting Manager approves the reimbursement requests.
Below are the steps are given to map finance manager:
Ø Go to Employees >> More tab >> expand Transactions >> click on Assign Reimbursement Approver
Ø Select the Locations, from the right-hand side box
Ø Select Role as Finance and Name of the Person from the drop down
Ø And click on Assign button.
1. Workflow of approvals depends on the configuration. Two types of workflows can be configured.
a. Applier >> Reporting Manager >> Finance Manager
b. Applier >> Finance Manager
2. To see the Finance approver name in the drop down, ensure Finance role is mapped to the users under Employee Roles.