Claim Authorisation and Workflow Rules

Claim Authorisation and Workflow Rules

From claimant to manager

When submitting a claim, check that the manager shown on the Submit screen is the correct line manager for you.

If you have specific authorisation limits for managers and the claim value is above the immediate line managers authorisation limit then the claim will also go to that line manager’s manager for secondary authorisation.

If you have any specific rules for authorisation around coding or specific categories make sure the claim contains some of these items and the Submit screen will show which claim lines are going to which managers.

Submit the claim for the manager to login and approve/deny claim lines.

Details on this can be found below.

Authorising a claim

From manager to Finance Team

Approved, processed claim lines will move onto the Finance Team level, if you are using it. To check this either make sure your login has Finance Team access or ask a colleague with that access to log in and check the claim.

At this point you will only see approved lines. You can deny any lines which will move them back to the claimant.

Confirm the denied lines have returned to the claimant and any changes made by the manager have taken effect.

Expense Team

Process the claim moving it onto Expense Team.

Claims at Expense Team are then ready to be added to a finance batch.

Generating a finance or BACS interface file for testing

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Web Application Version 215.3

Expected release 16/04/2021 05:30pm Enhancements Minor updates to the headed stationery inbound interface. Bug fixes Fixed an issue where InvoiceFlow

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