Creating finance resources

  1. Select Finance Resources.
  2. On the Dashboard tab, select the Resources menu.
  3. Click Create.
  4. On the Details tab, specify this information:
    Employee
    Select an employee to be a finance resource.
    Reference 1, 2
    Specify up to two references.
    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 accounts.
  5. In the Payables Invoice Automation Email Notifications section, specify this information:
    Invoice Submitted For My Approval
    Select this check box to receive a notification when invoices are submitted for approval.
    My Invoice Approved
    Select this check box to receive a notification when your submitted invoice is approved.
    My Invoice Rejected
    Select this check box to receive a notification when your submitted invoice is rejected.
  6. In the Address section, specify this information:
    Country/Jurisdiction
    Select the location of the employee. When the country is selected, you can provide a full address.
    Type
    Select the address type of the employee.
    Latitude
    Specify the latitude of the location.
    Longitude
    Specify the longitude of the location.
    Altitude
    Specify the altitude of the location.
  7. Click Save.