Enable Expense-Only HQ Reviewer Selection when Submitting Expense
Allow different reviewers for expenses and AP invoices in order to limit the list of users who can approve expenses.
In Vista, select
- Select Add Custom Field.
Complete the fields as follows. You can
also press F4, and select the HQ Reviewers form to prefill certain
fields in the window.
What form will the customer field go on: HQRV
Name the custom field. The name must begin with "ud": udExpenseReviewer
What is the general type of input: 0-Text
Provide a description for the custom field: Expense Reviewer
Select the check box for Use a pre-defined data
type, and then enter bYN in the
data type field.
- Select Next.
- Select .
- On the Grid tab, select the Expense Reviewer check box for all users who should be allowed to review expenses.
In the HR Management web application, select
Note: If you do not refresh synonyms, the user-defined field will not display in the portal.
On the Portal Settings page,
Note: You must select the Show Advanced Configuration check box at the top of the page to see the Advanced Configuration section under Expense.
- Enable portal setting Allow Employees to select Expense Reviewer on submission.
- Select Refresh Synonyms.