Add Expense Manager ID to the users : PK4 Tech

How do I add the Expense Manager to the users for approving Expenses? Print

Created by: Geetha Lakshmi

Modified on: Thu, 18 Nov, 2021 at 5:24 PM

You should first create an PK4 TimeTracker user ID for the Expense Manager. Click here to know more.

Once the user ID is created for the Expense Manager
Go to the TT users tab and create the user ID for the TimeTracker users by following the instructions here. Select the user type as per your org's requirement.
While creating the users, add the Expense Manager in the Expense Manager field and Save it.
Now the PK4 TimeTracker user ID is created and the Expenses Manager is added to the user
The Expense Manager will see the expenses requested by the users when he logs in to Salesforce and can approve the user Expenses.

Geetha is the author of this solution article.

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How do I add the Expense Manager to the users for approving Expenses? Print