Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example Steps: Configure an Expense Item and Allowance Plan with Automatic Approval

Example Steps: Configure an Expense Item and Allowance Plan with Automatic Approval

This example illustrates how to configure an expense item and allowance plan with automatic approval.
You want to create an expense item and allowance plan to enable employees to claim monthly reimbursement. You also want to configure automatic approval for expense reports that only include this expense item and its allowance plan.
  1. Create an expense item and allowance plan.
  2. Configure automatic approval for expense reports that only include this expense item and its allowance plan.
Create a settlement run.