1. Click Expense management> Setup> Workflow configurations .

2. Click Newand select one of the following templates to configure:

   • Cash advance request template- Select a template to create a configuration for cash advance requests.

   • Expense template- Select a template to create a configuration for document-level expense report approvals.

   • Non-project line item workflow template- Select a template to create a configuration for line item expense report approvals for line items that are not related to a project.

   • Project expense line workflow template- Select a template to create a configuration for line item expense report approvals for line items that are related to a project.

3. Click Create configuration.

4. On the Detailstab, expand the Workflow elements:until you have reached Step %1.

5. In the lower pane, select the Assignmenttab and then click Choose.

6. Select whether to base the approval by role, hierarchy, or user.

Note
When creating the Project expense line workflow template, there are additional members listed for owners.

For more information, see Workflow participants.