Currently, there is no way to see who needs to approve an employees expense. Without having to go individually; it would be nice to be able to pull a report showing who needs to approve or who were assigned to approve expense charges. I have no way to know who I need to go to in order to get expenses approved. Makes for a long-drawn-out process. Which at the time means I have to process without approval in order for me to complete my job costing.
Guest
| Company | Evergreen Fire and Security |
| Job Title / Role | Staff Accountant II |
| I need it... | Yesterday...Come on already |
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"Do you want a drop down to see different reviewers like we have in invoice approval?" Kellie -- that's exactly what we're wanting. Expense Approvals should have a "Reviewer" dropdown so the reviewer can see exactly what's in each person's ball in court -- Just like how it's already setup in Invoice Review. Also add the checkbox "Show Only Invoices Awaiting my Sequence Approval" like in Invoice Review. Thanks!
I think most people just want a "Ball in Court" column on the Expense Posting Dashboard that shows who the approver(s) are in the current workflow step and he ability to sort, group, or report on that column
Hi everyone! We are trying to better understand this request can you please explain the workflow you had in mind? Do you want a drop down to see different reviewers like we have in invoice approval? If you have an idea of what it should look like please provide a mockup.
If this is implemented, it would be nice if you could make expense approvals look like invoices currently do. https://keystyle.ideas.aha.io/ideas/KDS-I-2205
Hi Jason,
We have a reminder option that Expense Admins can use to send out an email notification to any approvers. Will this help solve your need?
Thanks!