New user with questions about best practices for setup
I'm setting up a basic free account at this time and here's essentially how I want to use it (for now).
- Need to set up multiple workflows/policies based on company and business unit since they will have different approvers and GL accounts. So, the assumption is that I will need to set up a different policy for each business unit within each company? Our GL accounts are typically defined as BusinessUnit.ObjectAcct.SubAcct but the account structure is unique to each Company. Since each business unit has its own VP I'm assuming I'll have to set up separate policies in order for the approvals to have the right workflow.
- Need to set up workflows for VPs since they will submit directly to the CEO; again, probably will need different VP policy for each company since they have different GL accounts
- Question: after VP or CEO approval on a free account, what is the best practice for AP to reimburse? Our ERP system is Oracle Enterprise One so I'm assuming we would need to download a file and send it to AP so they can create the voucher in E1. Guidance appreciated here.
I think that's it for now, but I'm sure I'll have more questions as I navigate this program/service.