Approval on dimensions

In this example, we are going to setup a dimension with a user preset and approval structure.

Note that we will use an organization with externalSourceId.

Create a dimension

We use this endpoint to create a new dimension called "Costcenter"

Available fields:

• description is the name of the dimension and department in this example.
• level can be EXPENSE or REPORT which dictates where the dimension is used by a user.
• presetLocation, we want to be able to preset this on the user.
• controlType, the user can be presented with a field of type free-text, a list, or a searchable list.
• userOverrideable, means that the user is allowed to change from the preset to another value.

To get the id of the dimension, use this endpoint. You need this later to add preset values on a user.

Add values

We use this endpoint to add data to our newly created dimension.

Creating users

This endpoint will help you to create a new user. Below we create a test user with a preset dimension value, we use the id of the Costcenter dimension and set the value 100 on the user. Make sure to set externalSourceId on both the user and the person, this id should be an identifier known in your external system. It is used for addressing the user directly, and can also serve a purpose if Single-sign-on login is used.

Now the user can create expenses where a preset cost center is set.

Someone needs to approve

First and foremost you need to activate approval, which needs to be done in the Admin UI.

If you lost track of the externalSourceId of the users, you can list all users in the organization with this endpoint and get the externalSourceId from the person. In this case, Guilda is our manager that we want to set as an approver.

To set an approver head over to this endpoint below we will assign Guilda as an approver on cost center 100. The sortOrder: 0 field will her as the first approver.