We have setings to follow job-reviewers as set up in Vista for credit card expense transactions entered in HR Mgmt. We are struggling to set up reviewer when expenses are coded to a G&A GL account. Portal will not look to the COA. If a reviewer is entered in the User settings (in the portal) then it overrides the job reviewer and all credit card expenses, job-costed and GL-costed, are sent to that reviewer. We currently have a work-around that requires more work on our end, but a simple solution would be for the Portal to check within Vista for both job reviewers and GL account reviewers. Apparently it's supposed to work, per the attached from the portal settings, but both the job invoice and the G&A invoice went to the reviewer in the user setup.
Guest
| Company | Piedmont Construction Group |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Hi Debbie,
The HQ Reviewer assigned to the User Access page should only be used on non job expense lines. Which portal settings do you have enabled?
Enable Job Reviewer Expense Approvers
Enable Job Reviewers Tab for Expense Approvers
Also, can you give me your case number?
Thanks!
HI Mark. Yes, we did create a support case, because we had already tried that, not knowing the priority, hoping it would be job-reviewer, then user group reviewer. Then we found the instructions in the portal settings that said that was the pirority. It did not work for us as both invoices went to the Reviewer set up in the User Access within the portal. We double-checked and the reviewer on the job was setup as the reviewer in the job master. Thanks for your input though.
Hi Debbie,
When using the Job Reviewers, the portal should route the expense approvals to the job reviewers if there is a job selected on the expense lines. If there is no job selected on the expense lines, then the portal will use the reviewer group setup on the employee on the Admin > User Access page.
Is this what you are seeing in the portal today? If not, can you create a case for our support team, to look into this?
Thank you!