Approval Notes Setup (Expense)

The DATABASICS Approval Notes Setup allows approvers to approve and/or reject a report with up to four predefined reasons. Setting up the pre-defined approval notes facilitates for the approvers to select one of the rejection/approval notes from the list, rather than having to type it in.  Administrators must be given or add the access right for "ApprovalNotesTemplate" for Expense within the Role Manager. Once access is given an administrator may define note templates for Approval, Rejection or both.

Approval Notes Setup

• 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. Examples of pre-defined rejection notes would be "Missing Receipts", "Amount does not match the receipt", "Incorrect Distribution", admins would want to define the list of most common reasons for rejecting a report.
  • For Approval: Indicate Yes or No if the note is for approval.
  • For Rejection: Indicate Yes or No if the note is 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