Once created, policies must be selected in each aircraft. Avianis will look first for the trip policy, then the aircraft policy. If neither exist, it will use the Company Policy.
First, the aircraft policy must be applied. Set the Amount Limit: the amount at which the approval process for this policy is initiated.
Once saved, Auto Approval and Hard Stop Configuration options will appear, in addition to Trip Policy and Rules options.
Auto Approval Configuration: If enabled, expense reports where none of the expenses flag based on validation rules will automatically be approved.
Hard Stop Configuration: If there are conflicts on the expense report (warnings or critical items), enabling this will allow the user to continue with the submission, but must document the reason for overriding the rule.
Submission Option: Warning allows the users to override and submit only those with warnings, but not critical items. If Critical is selected, then both Warning and Critical items can be submitted with a documented override. Expense reports will then continue through the normal approval process.
As trip policies are added, set the amount limits for each.
Note: A trip policy may not be needed if an aircraft policy exists.