N2F - Expense reports

Version: Business Enterprise Advanced

Platform: Web Android IOS

Role: User Manager Accountant Administrator

N2F already allowed you to configure specific approval workflows based on an analytical value entered in an expense.

It is now possible to assign a specific manager to each analytical axis (Project, Client, Cost Center, etc.).

To enable this feature, you must first activate the option.

Go to your web portal > Settings > Advanced Settings > Analytics and databases > Select the entity if necessary > Click on Manage > Open the corresponding analytical category.

Then, enable this condition in your approval step (Settings > Advanced Settings > Workflow).

Note: You will be able to decide to split the expense report if multiple analytical values are entered. This will create as many expense reports as necessary, and they will be sent to the respective managers. Otherwise, the expense report will go through each approver before proceeding to the next validation step.

Once the configuration is set, you will be able to specify the reference approver on your analytical value sheet.

You will be able to manage this option during the bulk import by specifying the approver in column AA of the import template.

For further information, 

please feel free to contact our support team at the following details:
Support@n2f.com