Submit your Suggestions for Vista Web

Using a workflow on a job based on AP Invoices is not working for expenses since our invoice approvals are based on thresholds so higher ups don't have to approve small invoices. It also allows users at a higher level to be approved by someone below them or forcing us to allow users to approve their own expenses.

If I had a magic wand, here is how I would foresee the expenses:

1. Have a separate Expenses Reviewer Group option on each Job.

2. No thresholds are used for expenses as there would never be expenses at such a high amount that multiple users would need to approve.

3. The workflow would be based on sequencing not thresholds.

   1. Seq 1 approver would cover all Employees that are not in the workflow.

   2. Seq 2 approver would cover Seq 1.

   3. Seq 3 approver would cover Seq 2 user.

   4. And so on. The only time a person would have no approver available is if they are the highest level with no one above them but that would never happen as the top levels are usually always VPs or higher. Those user never create expenses.

4. If the user submits an expense to a non-job type, it will still use the Reviewer Group on the User Access page of HFF.

Issues this addresses:

• No employee can approve their own expense

• No employee at a lower sequence can see those above them, which are typically a higher role in the company

• Everything is 100% automated

• Employees working on different jobs will have their expenses go to the right approvers as the approvers are different per job

• Employees that do not submit a job report can still have theirs approved by their departmental approver.