Nexonia's Pre-Approval feature allows users to submit a pre-approval item that will be automatically approved. For example, if a user is going on a trip and knows they will use $500 for meal expenses, they can submit that amount as a pre-approval item and link meal expenses back to it.
This article will show you, a Nexonia Admin, how to enable the pre-approval feature.
Step 1: On your Nexonia homepage, click the Gear icon to access your company settings.
Step 2: Click the Features tab.
Step 3: Click Edit.
Step 4: Under Expense Reports, scroll until you see the Pre-Approval checkbox. Click the checkbox.
Step 5: Click Apply at the bottom of the screen.
Step 6: Click the Expenses tab.
Step 7: Click the Pre-Approval tab.
Step 8: Click Add.
Step 9: Enter the following fields for the pre-approval:
- Name: Name the pre-approval
- Number: Give a number to the pre-approval
- Hide Amount: Choose if you'd like to hide the amount of the pre-approval or not
- Status: Choose if the pre-approval is active or inactive
- Categories: Choose which expense categories you'd like this pre-approval to apply to
Step 10: Click Apply.
Step 11: Next, you can enable an Approval Workflow for pre-approvals. This is so when a user submits a pre-approval item, a manager or admin has to approve it before it being ready to use. Without enabling an approval workflow, once submitted pre-approvals would be automatically approved.
If you've never established an Approval Workflow, start by following the steps in these articles:
Next, to establish an Approval Workflow for pre-approvals, select the Users tab.
Step 12: Click the Roles tab.
Step 13: Select the Role you'd like to enable an approval workflow for.
Step 14: Click Approvals.
Step 15: Click Edit.
Step 16: In the Expense Reports (Pre-Approval) row, click the drop-down menu and select which role you'd like to approve the pre-approval items.
Step 17: When complete, click Apply. Complete this process for any other roles you'd like to establish an Approval Workflow for pre-approvals.
For additional information on using the Pre-Approval feature, click here.