ability for Expense posting admin to send expense to different approver.
rupen patel
| Company | Kenaidan |
| Job Title / Role | Sr. Applications Systems Analyst |
| I need it... | 3 months |
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This would be a great function. For the most part we can use the approval workflow for office people, but for our field foreman that turn in expense reports their expense reviewer may change weekly or by job. It is impossible to assign them a reviewer, but it would be nice to have the expense admin log in and see that there is an expense report that needs to be assigned and be able to select the appropriate reviewer.
hi as Garrett mentioned.
instead of going back and forth with rejecting the expense completely. It would be useful for posting admins to be able to send it to a reviewer/approver directly from their screen. also when this is done it would be helpful if the pdf is also updated with that information. hope this helps
I'm not the original requester of this, but have some thoughts to add. As an Expense Posting Admin, I only have the option to reject an expense after it has been approved. I sometimes need the ability to intervene and reject it (or kick it back to the submitter) prior to the approval as I have noticed they have submitted to the wrong reviewer (which saves a step of me having to reach out to the reviewer to reject it, or have them send it to another person). Having the ability to re-assign reviewers as an expense admin could eliminate steps in the process in cases like this. Even the ability for the Expense Admin to be able to reject an expense while it is in process for approval... I have had several instances of noticing errors where it would be helpful to our process for me (expense admin) to be able to kick it back to the expense submitter to fix before the assigned reviewer reviews it.
Hi Rupen,
Can you explain the request with a little more detail?