You can access Credit Card Automation Autopilot Wizard from purple color “Autopilot” button
Click the Expense option in Autopilot overlay and it will open the Autopilot Overlay for Expenses
Created Tab
The first tab you can see on Expense Autopilot Overlay is the Created tab. If expense is created then you perform below action items:
1- You can “Notify guest” via Email by choosing email template while default template will be available pre filled when this toggle is enabled.
2- You can Notify AdvanceCM users via Email by selecting multiple users, once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button
3- You can automatically mark expense as Approved if expense amount is less than a certain amount
Approved tab
The second tab you can see on Expense Autopilot Overlay is the Approved tab. If expense is approved then you can perform below action items:
1- Set Expense status as paid
2- You can Notify AdvanceCM users via Email by selecting multiple users and once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button
Denied tab
The third tab you can see on Expense Autopilot Overlay is the Denied tab. If expense is denied then you perform below action items:
1- Set Expense status as Unpaid
2- You can Notify AdvanceCM users via Email by selecting multiple users and once this toggle is enabled then email template will be drafted automatically inside AdvanceCM while you can edit the template or choose any other one by selecting “Template” button
