In Accorto Cloud Plus, you can define a workflow process for the approval of T&E Reports.  The following steps serve as a guideline.  You may want to make modification as business needs dictate. You must be logged in as System Administrator to complete these tasks.

Define Approval Workflow

Navigate to App Setup > Create > Workflow & Approvals > Approval Process

Select T&E Report in ‘Manage Approval Process for’.

Click Create New Approval Process and select ‘Use Standard Setup Wizard’

Enter a Process name and Description

Click Next

Select T&E Items in Field, an Operator of not equal to and value of 0 for the entry criteria.
Click Next

Select Manager in the drop down list box
Check the Use Approver Field of T&E Report Owner
Check the Admin or current assigned approver can edit records during the approval process
Click Next

Select and Email Template of T&E Report Approval Request.
Note: Select the Accorto folder after clicking the lookup button
Click Next

Select the desired fields to display on the Approval page
Select the appropriate Security Setting for your company
Click Next

Leave T&E Report Owner in the Allowed Submitters column
Check Allow submitters to recall approval requests if appropriate
Click Save

Select Yes to create an approval step now

Click Go

Define Approval Workflow Step
The following window displays

Enter a Name and Description of T&E Report Approval
Click Next

Select All records should enter this step
Note: If desired you could enter specific criteria where records would be ‘auto approved’. Some examples are if the amount is less than 100.00 or for specific users.
Click Next

Select Automatically assign using the user field selected earlier.
Click Save

Select No, to creation of workflow actions.

Click Go

Define Approval Actions

From the Initial Submission Actions related list click Add Existing

Select Field Update
Add Field Update T&E Report Submitted to the Selected Actions column
Click Save

From the Approval Steps related list click Show Actions
From the Approval Actions related list click Add Existing

Select Email Alert
Add Email Alert: T&E Report Updated to the Selected Actions column
Select Field Update
Add T&E Report Management Approved to the Selected Actions column
Click Save

From the Approval Steps related list click Show Actions
From the Rejection Actions related list click Add Existing

Select Task
Add Task: T&E Report Rejected to the Selected Actions column
Select Field Update
Add T&E Report NotApproved to the Selected Actions column
Click Save

From the Final Approval Actions related list click Add Existing


Select Field Update
Add Field Update T&E Report Approved to the Selected Actions column
Click Save

From the Final Rejection Actions related list click Add Existing

Select Field Update
Add Field Update T&E Report NotApproved to the Selected Actions column
Click Save

From the Initial Recall Actions related list click Add Existing

Select Field Update
Add Field Update T&E Report NotApproved to the Selected Actions column

Click Save

Additional Workflow definitions
Activate the Workflow

Allow approval of T&E Reports via Email
Navigate to App Setup > Create > Workflow & Approvals > Settings

Select a Default Workflow User
Check the Enable Email Approval Response check box if appropriate

Click Save