In aACE, an expense envelope is a type of purchase order. Team members post their incurred expenses and then, if necessary, the expenses are queued to a supervisor for approval. Once approved, the PO automatically generates a purchase record that is queued to Accounts Payable for payment.
There are three steps to configuring aACE for expense envelopes.
- Set up your team members with expense approvers if necessary. For help, click here.
- Create a related company record for each team member (this is used for the reimbursement check). For help, click here.
- Enable the menu access and grant access privileges as appropriate for each user group. For help, click here.