Place "Approve" button on individual expense sheet

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  • Problem
  • Updated 4 years ago
  • Solved
Can you please place an "Approve" button that shows up on each individual expense sheet? This makes it easier for the expense approver to review the expense and then simply click "Approve" on that same page rather than having to go back to the expense listing screen, selecting the expense item, and then clicking "Approve." Expenses don't generally get approved in bulk as they require a lot of detailed review prior to approving, so being able to approve as we go along for each expense sheet would make more sense.
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mshieh

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  • frustrated

Posted 4 years ago

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Lingaraj Dharwad, Product Champion

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Hi,

Thank you for using Replicon Community,

We are reviewing your idea.

Thanks,
Lingaraj
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Charlene Eriksen, Product Manager

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Hi,

Can you please provide more info as to which section of the application you are in when trying to approve? Approvers should see Approve and Reject buttons on each expense sheet. Admins only see those buttons at the list level, as they aren't actual approvers - any approvals they make are by-passing the regular approval flow.

Thanks,
Charlene
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mshieh

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Ok, I don't understand how that works, and the support rep who looked at this with me didn't mention the approver issue. How can I verify that the user is set up as an approver for expenses?
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mshieh

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Also, I thought our approver needed to access expenses through the Billing or Payroll links, but NOT Team, since not all the expenses appear to be there as they are in Billing and Payroll. Is this thought even correct? When the approver goes to Billing or Payroll and an individual expense sheet, there is no approve button. But I do see now that if the approver goes to Team, there IS an approve button.
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Charlene Eriksen, Product Manager

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That's correct. The Billing/Payroll sections are meant as an administrative interface for billing and payroll activities. Typically, approvals happen there if regular approvers are unavailable or late.

If you want to set up someone to approve all expenses through the Team tab, you can include them in the approval path:

1. Assign the user a Supervisor permission set (this sets them up to be selected as a "named approver"; they don't need to be assigned as anyone's supervisor).
2. Edit the expense approval path and add the user by selecting "Supervisors" and then their name.
3. Ensure this approval path is assigned to all expense users.

Our help center includes information on this: http://www.replicon.com/help/setting-up-approvals

Let us know if that helps. If not, we can have someone walk you through the steps.

Thanks,
Charlene
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Charlene Eriksen, Product Manager

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I'm going to mark this as Solved, but please let us know if you require further assistance.

Thanks,
Charlene