Approver Configuration
You can configure the approvers limit for travel expenses for a designation and travel type in the Approver Configuration page.
On the PW Admin menu, under Travel And Expense, click Approver Configuration.
Approver Configuration page opens. Details displayed are:
Under Excel Upload section, perform the following steps:
In the Transaction Type text box, select the type of transaction
In the EDM Upload section, click Choose File
Click Upload
The Excel will be uploaded in Approver Configuration page
Click Set Filters
Set Filter window appears
Select the Set Filter from the drop down text box and add to the next text box by clicking the arrow button
Click OK
The Filter which is set appears
In the text box field, enter the details
Click Search
The record for the selected criteria appears
In the Employee search text box, enter the name of the employee
Employee data will be updated in the approver configuration page
Select the corresponding check box and click Map Approver
The Map Approver window appears.
In the Module list box, select the module
In the Transaction Type list box, select the type of transaction
Under Additional Approver 1, perform the following steps:
In the Approver Name text box, enter the approver name and click Add
The Approver name will be added in the Approvers List text box
Under Additional Approver 2, perform the following steps:
In the Approver Name text box, enter the approver name and click Add
The Approver name will be added in the Approvers List text box
Under Optional Approver, perform the following step:
In the Approver Name text box, enter the approver name
Under Final Approver, perform the following steps:
In the Approver Name text box, enter the approver name and click Add
The Approver name will be added in the Approvers List text box
Click Save
You can also Unmap Approver by selecting the corresponding check box.
Note: Field marked * are mandatory and they cannot be left blank. The following fields are mandatory. Transaction Type, EDM Upload, Set Filters, Map Approver
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