Creating finance resources

  1. Select Finance Resources.
  2. Click Create and select an Employee.
  3. On the Details tab, specify this information:
    Reference 1
    Specify up to two references.
    Reference 2
    Specify up to two references.
    Country
    Select the country for the employee. When the Country is selected, you can provide a full address.
    Type
    Select the type of address for the employee.
    Latitude
    Specify the latitude of the location.
    Longitude
    Specify the longitude of the location.
    Altitude
    Specify the altitude of the location.
    Title
    Specify the title of the employee.
    US Resident
    Optionally, select this check box if you are tracking resident or non-resident status for a resource. This information is for reporting or auditing purposes, for example, non-resident resources who are assigned as signers to certain cash management accounts.
    Invoice Submitted For My Approval
    Select the check box to receive email notifications for invoices that are submitted for approval.
    Invoice Rejected
    Select the check box to receive email notifications for rejected invoices.
  4. Click Save.