How to do the initial set up of the Advanced Expense Tracker on ADDA?

How to do the initial set up of the Advanced Expense Tracker on ADDA?

Follow the steps below for the initial set up of the Advanced Expense Tracker on ADDA:

Step 1: Update the PO Footer Notes for Vendor

Use the ADDA Admin Web Portal to log in
 
Go to Expense Tracker >> Setup >> PO Footer. 

Here you will find the section to update the footer for purchase orders.

Step 2: Assign Approver Levels for PR & PO

Please follow the path below to assign approver levels for the Purchase Request & Purchase Order.

Use the ADDA Admin Web Portal to log in Go to Expense Tracker >> Setup.

Here you will find the section to assign approver levels for PR and PO.

Step 3: Payment Approval Authorizers (Offline)

Use the ADDA Admin Web Portal to log in.

Go to Expense Tracker >> Setup >> Payment Approval Authorizers.

Here you will find the option to set up offline payment approval admins.



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