Expense Report Approval Notification
Once an Expense Report is Submitted for approval, the Approver will receive an email notification direct to their inbox.
The Approver can use the Approve/Reject button from the email to go directly to MyPay.
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Approver List View
MyPay will set a default list view when the account is created.
As an approver, there is a one-time set up requirement to create a list view that allows the user view to view other user records.
To create a an Approver list view that will allow you to see records for other users navigate to Expense > Approve Expenses
- Click on the Filters button on the far side of the page
- Click on Resource ID
- Click on Clear Filter
- Click on Apply Filter
Using the down arrow next to Default View, Select Save Current View and Name the new view and click OK
Expense Report Approval
Once you have created the new view with no Resource ID filter, you will be able to see Approver List, all Expense Reports PENDING approval will be available.
Click on the Pending Expense Report you wish to approvereview.
Review the report details and Approve or Reject accordingly accordingly.
Once the Expense Report is set to Approved an 'approved status', it will be synced to NetSuite for Accounting approval and payment processing.
Rejecting Expense Reports
Once you have created the Approver List, all Expense Reports PENDING approval will be available.
Click on the Expense Report you wish to review.
Review the report details and Reject accordingly.
Reject Expense Reports will not be synced to NetSuite however, will show as DECLINED in the Expense Report list.
