Dynamic routing of approvals to a specific resource or resources is done using approver rules which are defined on the Data Restrictions tab on the Expense Audit Settings screen. When using rules, resources will see only expenses that are intended for their approval and which requires a manual review. Any expenses that satisfies the conditions of the approver rules but have been automatically processed by the audit engine (i.e. without manual review) will not be visible to the resource.
If no rules are defined, all users based on their company and screen access rights can view and act upon the expenses that are processed by the audit engine.
On the Expense Audit Setting screen, click on the Data Restrictions tab. Click the
to add a new approver assignment rule.
The page will update to show the Approver Rule Maintenance section.
The fields that are available to populate are:
Inactive: When ticked, sets the rule as inactive and will not be evaluated by the audit engine.
Description: Describes the purpose of the rule.
Click
to define the conditions of the rule. These conditions identify the expenses that the specific resources can review and act on.
Click
to define the resource or resources that can review and act on the identified expenses. Select the resource from the drop down list. The list of resources are resources which have a User Id specified.
Click
