Change log:
10/07/2023 RN 4.6.11 Sync Expense Claims as APPROVED
26/06/2023 RN 4.6.9 Credit Card Expenses
Workbench Expense Claims - Setup
Before you start using Expense claims in Upvise, you must complete the set-up of your Expense claim module in Workbench.
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Select the "edit" button to edit the user In the "Manage Users" field
Select the employees who this person will be managing. Whoever is selected, this manager will be responsible for approving the expense claims in Upvise for. Note: you can just set this to "All standard users" to make this process simpler
Sync Expenses as APPROVED:
For those using standard approval of Expense Claims, to avoid an Expense requiring to be approved again in Workbench after it has been synced from Upvise, we have introduced a new setting to indicate that the Expense Claims will be synced as approved. Setting: “Upvise Sync Expense Claims Approved”.
This concludes the set up process.