The CPM (Company Policy Manager) module is an Acubiz acquisition. Without purchasing CPM, this option won't be available. Contact Acubiz for details.

With CPM and the settings for Expensetypes and users, selected transactions will be approved by FINANCE, while others will go directly to export.

Activating the Financial Approval Report generates a report detailing transactions manually approved by FINANCE and those automatically approved by CPM in the last 30 days.

Enable CPM Finance Approval Report:

Under LOCAL SETTINGS, you can toggle the financial approval report as shown below.

The report is generated on the first day of each month.

To receive a notification when the report is ready, enter a valid email in the SEND REPORT TO field.

You can find the report under FINANCE => RECONCILIATION => COMPANY POLICY MANAGER REPORTS.