Currently Keystyle assumes that each employee reimbursement can only go to one static supervisor, but the reality for many GCs is that superintendents often work on projects with different project managers (the invoice approver).
Vista has already solved this problem in the AP Unapproved Invoice workflow. In Vista, when an AP transaction is coded to a particular job, AP cross-checks to JC Job Master, field "RevGrpInv", which then auto-assigns the appropriate reviewer. Expenses in Keystyle should do the same, using the same field. This enhancement would streamline the process greatly and require much less admin intervention and prodding.
Matt Newman
| Company | Alcorn Construction, Inc. |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Also, if an approval group is assigned to a GL, use that group if an expense is coded to that GL. If neither of those exist, default to the approver listed in expenses.
We have certain expenses that are approved by someone other than the regular expense approver assigned to the employee. We would like to have a person that can enter expenses on behalf of others and assign the Approver which would be different than if the employee entered their other expenses themselves.
I think what we'd like to see is that it follows the AP unapproved flow unless overridden. For example, our project managers approve expenses for their jobs, but i don't want project managers approving their own expenses, we'd like our directors to approve those, so we would like some way to override the AP unapproved workflow if possible.
Yes - just like on time, job role should trump all.
We are greatly looking forward to this following the AP Unapproved Invoice review in Vista. We cannot implement credit card reconciliation until that is in place, I do hope this is coming soon.
Hi Tammy,
At this time our plan is to follow the invoice routing the same as it exists in AP Unapproved Invoice Review. For overhead, it will follow the manager approval setup in the existing approval workflow. Regarding the workflow you propose above, number 1 tracks, but I am not sure how you would envision the setup of number 2. I'd love to hear your thoughts.
Cheers
Definitely need this feature as well, but would like an additional Expense Reviewer group available for selection when submitting a collection of expense items. The reviewers assigned would come from "RevGrpInv" and from the Expense Reviewer group setup in Keystyle.
Our expenses need to go to the following approvers:
1. RevGrpInv (if assigned to a job)
2, Department/company manager (all expenses charged to their dept/company, for jobs and non-jobs)
3. Submitter's supervisor (all expenses submitted by an employee go to their supervisor regardless of job/expense coding)
We do not want to rely on an approver forwarding on expenses to an additional approver.
Example: IT Expense reports contain software/hardware ordered for multiple jobs, departments, companies, and multiple GL coding.
Bundle one set of receipts/expenses for department X - submit
Bundle one set of receipts/expenses for department Y - submit
Bundle one set of receipts/expenses for department Z - submit
Job approvers only see their job's portion
Dept. Heads only see the bundles for their dept
Supervisor sees all expenses submitted by their worker
Thank you for submitting this idea. We are excited to mark this item as planned!