Removed approve button from expense sheets in WebExpense

  • 1
  • Problem
  • Updated 7 months ago
  • Acknowledged
Why has the approve button been removed from expense sheets in WebExpense? This was very useful and makes approving expenses a much longer activity when you need to check individual comments and receipts in a finance department.
Photo of Scrimshire, William

Scrimshire, William

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  • frustrated

Posted 9 months ago

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Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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Hi William,

The approved button is still available for the expenses. Please let us know your level of access in the instance and a screenshot of where you see the approval button missing

Thanks,
Aashnee
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Scrimshire, William

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I have full administrator and supervisor access.
I discussed this on web chat and was told it had been removed from within the expense sheet as 'it was less used by most of our customers'

Where the 'print' 'settings' and 'cancel' buttons are at the bottom, there used to be an 'approve' button too.

There is an approve button in the expense overview page but not on the expense sheet (as there used to be)

Thanks
William
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

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HI William,

We are in conversation with our internal team on this button availability. We keep you informed in case of any progress on the same 
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Richard, Design Team Manager

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I think there has been some confusion here.  There are actually 2 buttons that are labeled "Approve".


1) Approver based approvals
This is where the approval path has assigned a person to approve the expense.  They will get notified and the expense will appear in their Team→Approvals list until they approve or reject it.  Once they approve it will continue along the approval path you defined, until it gets to the end and is put into the Approved State.

In this case the approval button is showing up on the expense sheet so they can review and approve form the same place.


2) Administrative approvals
This is a case where an administrator (usually a payroll admin) wants to force the expense into a particular state: Approved or Rejected.  They go to a page like Payroll→Expenses, find.  This pulls it out of the approval path to put it directly into a final state, any approvers in the approval path will be skipped.

In this case the approval button is only available from the list page, and not on the expense sheet itself. 


From looking at the change history, it does not look like there has been any changes to the system in regards to this behaviour.  But it is also pretty confusing with the two different types of actions both labeled approve.  To better understand what is happening in your case,I would need to know if the user trying to approve the expense sheet in the picture is the approver from the path (look like Ashleight Gibbs from the picture) or if they are a different user trying to do an administrative approval.