How to Submit Pre Approvals

Modified on Fri, 5 Apr at 11:24 AM

Go to Expense > My Expense > My Pre Approvals > Click on the New Pre Approval button.

This brings up a pop up window to add a pre approval.

Name: Name of pre approval is mandatory
Description: A short description of what this pre approval request is for
Start Date: The start date from which the pre approval will apply
End Date: The end date after which the pre approval will no longer apply
Set Limits: Tick this box to set limits
Expense type 1:
- Select Expense Type
- Amount: Key in the limit amount
- Type: Choose to limit per request/per day/month/per calendar year

Red Bin Icon: Delete an expense type (Note: at least 1 expense type is mandatory)
'+' Icon: Add more limit options within the same expense type
Save as draft/Submit: Have the option to save the request as a draft or submit it for approval