If manual expense assignment option is selected, a user should be allowed to assign more than one reviewer at a time. For example, we have certain GL expenses that all start with one accountant and she then knows who the remaining approvers need to be based on the type of cost. Currently, you can only assign the next person so each person has to review and then know who to assign to next.
Tara Messa
| Company | Fortis Construction, Inc. |
| Job Title / Role | Technology Integration |
| I need it... | 3 months |
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We would also like for there to be a way to default this reviewer to a specific person
Yes, this is a great idea!
Yes please enable this feature - it would be so helpful for us!
okay, great! Thanks for the clarification
Kellie, another option would be to actually utilize the Reviewer Group assigned in GL Chart of Accounts as the reviewer for any expense lines assigned to that particular GL code (just like Job Expenses are assigned to the Job Invoice Reviewer Group)
Kellie, yes. If we were to select that option, we would want all users to submit to a single "gatekeeper" then the gatekeeper would add 1+ reviewers to the sequence depending on where the item was coded to
Good afternoon everyone!
Tara, when you say "manual expense assignment option" are you refering to the portal setting Allow employees to select Expense Reviewer on submission?
I wanted to make sure before we review this suggestion that I was looking at the correct setting.
Thanks!
This would help so much!
Support this idea!
This would make my life so much easier. I can't recommend this more!
Just Do it!
Agreed!
agreed!!
Agreed!
Let's implement this!
Agreed!
Come on...
This should not be a difficult lift. An alternative solution would be to allow an expense reviewer to add additional reviewers/reviewer groups upon their approval. The current configuration for GL expense approvals is not useful