The module CPM (Company Policy Manager) is an acquisition of Acubiz EMS. If CPM is not purchased, this option will not be available. Contact Acubiz for further information.

In combination with CPM and the settings made on Expensetypes and users, selected transactions will be approved by FINANCE and other transactions will go directly from approval to export.

Upon activation of the Financial Approval Report, a report can be generated, showing detailed information about transactions that have been manually approved by FINANCE, but also the  automatically approved transactions by the CPM setup, over the last 30 days. Controlling transactions.

Enable CPM Finance Approval Report:

Under ADMIN LOCAL, you can enable or disable this financial approval report as shown below.

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

If you want a notification when the report is created, type a valid email address in the SEND REPORT TO field.

The report can be retrieved from FINANCE => RECONCILIATION => COMPANY POLICY MANAGER REPORTS