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  • Access the Approval Notes Setup window.
    • Expand Expense
    • Click on Approval Notes Setup
  • Click the Add button to create a new Note.
  • Fill in the following fields:
    • Name: Enter name, this value will display in drop-down.
    • Note Title: Enter Title, this value will auto fill text into the approval note text box.
    • For Approval:
      • Yes, makes note available for approval.
      • No, makes not available for Rejection.
    • Description: Note Description
    • Active: Select whether or not the note is available
  • Click the Save button when finished.


 List of common rejection notes