Expenses and Credit cards currently require an approver group that is tied to AP Unapproved reviewers, which is tied to Vista users.
We need the ability to have approvers and approver groups that are made up of PR Employees so that it can be assigned and managed in Keystyle without the need for creating a Vista user.
Guest
| Company | PWCampbell |
| Job Title / Role | IT Director |
| I need it... | 3 months |
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It would be great to have a the option to have an expense reviewer group. It would also be great to have serial and parallel with optional as well like the invoice reviewer group...this would just make the reviewing of documents more versatile.
It would work for us to just be able to use the Manager field already in the Portal for PTO and Timecards rather than reviewer groups b/c we do not have multiple approvers on credit cards. More to manage with reviewer groups b/c now we have 2 for each employee that is an approver, one for credit cards and one for AP invoices (which is serial). Unrelated but we would love it if that Manager field went somewhere in Vista on the HR Resource as well so that we could report on it from there when needed to.
Don't need serial or parallel approval, but would love expense approval to follow flow of invoice and timecard approval - PM Projects Reviewer for job-related and Manager for overhead.
In our case, we would only have 1 reviewer. But, it does make sense to be able to have serial or parallel reviewers.
If an employee group is used, do you want the approvals to happen in parallel or in a serial fashion? Reviewer groups are currently used to support serial review.
Looking forward to hearing what the community thinks of this.