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Administrator Guide
Last Updated: 2024-08-23
Steps: Set Up Spend Authorizations

Steps: Set Up Spend Authorizations

You can enable workers to create and submit spend authorizations to request approval for expenses before they incur them. You can also enable designated workers to create spend authorizations on behalf of nonworkers and other workers.
When you enable commitment accounting, you can link 1 spend authorization to multiple expense reports until the spend authorization balance equals zero.
  1. Configure the
    Spend Authorization
     business process and security policy in the Expenses functional area.
    Add the
    Propose Reimbursable Allowance Plan Assignment
     action step to propose an allowance plan for employees requesting spend authorization.
  2. (Optional) Set up budget checking for spend authorizations.
  3. (Optional) Enable workers to create and submit spend authorizations on behalf of nonworkers and other workers.
  4. (Optional) Set up spend authorization routing for workers with multiple positions.
    1. Access the
      Maintain Feature Opt-Ins
       report.
      Opt in to the
      Spend Authorization Routing for Workers with Multiple Positions
       feature.
      To opt in to this feature, you must first opt in to the
      Expense Report Routing for Workers with Multiple Positions
       feature. If you opt out of the
      Expense Report Routing for Workers with Multiple Positions
       feature, you also opt out of this feature.
    2. Access the
      Edit Tenant Setup - Financials
       task.
      To populate the location worktag based on the position you select on the spend authorization header, select
      Default Worker Location on Spend Transactions
       in the
      Procurement Options
       section.
    3. Add workers who create spend authorizations on behalf of other workers to the
      Process: Spend Authorizations
       domain in the Expenses functional area.
  5. (Optional) Access the
    Edit Spend Transaction Instruction
     task.
    Create instructions to include on spend authorizations for workers.
    Security:
    • Set Up: Expenses Processing
       in the Expenses functional area.
    • Set Up: Procurement
       in the Procurement functional area.
Configure questionnaires to include them on spend authorizations so you can gather additional data from expense payees.