Expense envelope overview

In aACE, an expense envelope is a type of purchase order. Team members post their incurred expenses and then, if necessary, the expenses are queued to a supervisor for approval. Once approved, the PO automatically generates a purchase record that is queued to Accounts Payable for payment.

There are three steps to configuring aACE for expense envelopes.

  1. Set up your team members with expense approvers if necessary. For help, click here.
  2. Create a related company record for each team member (this is used for the reimbursement check). For help, click here.
  3. Enable the menu access and grant access privileges as appropriate for each user group. For help, click here.
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