Add Limit

This can be set in the Admin Config, by selecting Travel and Expense Option. The Maximum Expense limit is set here. Requests amounts requested below which will be auto-approved without the need of manager Approval.

There are two functionalities

A - Basis of the limit set will be as per the Expense request/ Expense type/ Project

B - Basis of frequency do we need this limit (Daily (eg: Travel)/ Weekly (eg: Stay)/ Monthly (eg: Phone bills)

Select Organization, Expense Type, Applies To: (Business Unit, Employee Role, Grade, Designation, Work Location, Base Location, Select Employee), Currency, Max Limit and Effective From, then click on Add to Add Limits