Report - Get Full Expense Approval Details

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Our company is using a 2-tier expense approval path (supervisor >> Payroll Department). We have a (necessary) requirement to pull a report that shows the first-level approval of expenses. We need to know the name of the supervisor who approved and the timestamp of the supervisor approval.

The issue for us seems to be that the report fields pertaining to approvals are overwritten when the 2nd level of approval takes place. So, for approved expense sheets, we can only view the details of the Payroll Department's approval. Is there any way around this?
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Salehi, Rameen

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Posted 1 year ago

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Aashnee Kamboj, Community Moderator

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Hi Rameen,

Thank you for using the Replicon Community.

Unfortunately, this is not something that can be achieved through reports for now. The only way to know the detail is to get into the expense sheet and check the approval details.

I will have this communicated to our concerned team and update you in case of any progress.
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Salehi, Rameen

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Is there a way to get the first-level approval details through Replicon's API? I did see the service ExpenseApprovalService1.svc/GetExpenseSheetApprovalDetails, but it takes the expense sheet URI which is another challenge to get
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Aashnee Kamboj, Community Moderator

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HI Rameen,

You can get the expense URI by running a report in Replicon. Those URIs can be used for this service. You can also get the Expense URI by going to ExpenseService1 - GetUriFromExpenseSheetSlug. You can put the expense tracking number here and you will know the expense URI directly.

Thanks,
Aashnee
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Salehi, Rameen

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Thank you for the response. Unfortunately, I do not see expense URI as an available field in the Expense report template. I only see Expense Type URI and Expense Entry URI. Can you direct me how to get expense URI as a report field

Rameen
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Aashnee Kamboj, Community Moderator

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Hi Rameen,

You will have to create a custom column to fetch the Expense sheet URIs. Apologies for not specifying the same earlier. Here is the formula:

urn:replicon-tenant:patriot-software:expense-sheet:" + NumberToText(TextToNumber(TrackingNumber),"0.##")

Thanks,
Aashnee Kamboj
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Salehi, Rameen

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Between the report giving the expense sheet URIs and ExpenseApprovalService1.svc/GetExpenseSheetApprovalDetails giving me the full approval details, I should have everything I need now to satisfy the original requirements.

Thank you.