We are currently using timecards through Keystyle with the timecard reviewer group being pulled from Vista's PR Employee record. Expense reviewers can only be designated through the portal's User Access page. Having to setup and maintain reviewers in two separate places for processes that are always reviewed by the same person per employee is time consuming and should not be needed.
We would like a portal configuration option to have the expense approver default to the same approver that is already listed in the PR Employee records timesheet reviewer group field.
Claire Werner
| Company | MTech Mechanical |
| Job Title / Role | Systems Analyst |
| I need it... | Yesterday...Come on already |
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It is difficult, because there are a lot of ways organizations review things. The portal have Job based approval, but I do not think the portal can be set to use the GL Approver for overhead expenses. In either case, there is no option if the submitter is also the reviewer.
Agreed - when the timecard approver is the same as the expense approver we should be able to use the groups we create and maintain IN the HR management portal. Having to duplicate this with HQReviewer groups in Vista is a waste of time and increases potential for errors managing in both places.
We would like this option or the ability to set a default expense reviewer group from inside the portal to be applied to all added employees. We have expense reports falling through the cracks in "No Approval" because employees are added via Vista and not circled back to within the portal to assign their reviewer. On that same note, it would be nice to be able to have a notifier to expense admins when an expense is submitted with no approver assigned.
Hi Claire,
I understand why you wouldn't want to have to setup something more than once, but I'd like to see how the rest of the community feels about this request.
Thanks for adding this in!