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How To:  Set My Approvers Preferences

Before You Start

It is recommended that you create and save your Approvers preferences for Expense Requests in My Approvers before creating your first transaction.

Create an Approver Set if you have a regular need to use a specific approval routing list in your transaction. When entering transactions, you will then be able to select the Approver Set by name rather than entering approvers individually.

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click to show more/lessStep 3 – Create Approver Set

The My Approvers preference lets you set up and maintain lists of approvers and FYI recipients (called Approver Sets) that can be applied quickly when entering a transaction.


What's Next?


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