Approval Workflow

Approval Workflow
Document Number: 18607

PeopleSoft’s internal financial applications offer automated workflow for requisition, voucher, travel authorization and expense report approvals.

Department Managers are responsible for approving requisitions as the first level approval and will be notified by email if there is a requisition pending their approval. The email will contain a link to the approval page within Psynergy/FSCM where they can approve or deny the requisition. For transactions up to $10,000 this is the only approval required, unless the purchase is for hardware or software, in which case the requisition will route to a commodity approver. Requisitions for transactions greater than $10,000 require further approvals. For additional information on requisition approval, see Eureka! document 17205 — Approving Requisitions with eProcurement.

When a voucher requires Manager approval, the Manager will receive an automated email with information pertaining to the voucher as well as instructions for navigating to Psynergy/FSCM. The Manager will have the ability to view an image of the invoice by selecting the “get invoice” link on the manager approval page. For more information, see the Workflow Process page on the Purchasing, Travel & Expense site on Planet PeopleSoft.

Travel authorizations and expense reports route to the direct Manager or Supervisor for approval. An email is sent to the approver notifying him/her that there is either a travel authorization or expense report requiring their approval. For more information, see Eureka! documents 17227 — How to Approve, Deny or Hold an Expense Report and 17229 — How to Approve, Deny or Hold a Travel Authorization.