Create finance type subject rule

To create a finance type rule:

1. From the main menu, select Administration > Instance Management > Module - Workflow Rules.

   The Module - Workflow Rules screen appears.

2. Click to the right of the approval rule you want to add a rule subject to.

   A screen will appear showing all rule subjects that are available for you to use.

3. Click Finance Type.

   The Finance Account Types window appears. This window lists all the finance code types in Shared Travel Services that are relevant for your organization and can be included in this approval rule.

4. Click to the right of the finance type(s) you want the rule to apply to. The icon becomes a red check .
5. Click Save.