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 view to other user records.
To create an Approver list view 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 Approver List, all Expense Reports PENDING approval will be available.
Expense Report Approval
- Navigate to Expenses>Approve Expenses
- View PENDING Expense Reports
- Click on the Expense Report you wish to review.
- Review the report details and Approve accordingly.
Once the Expense Report is set to an 'approved Approved' status', it will be synced to NetSuite for Accounting approval and NetSuite payment processing.
Rejecting Expense Reports
Once you have created the Approver List, all Expense Reports PENDING approval will be available.
- Navigate to Expenses>Approve Expenses
- View PENDING Expense Reports
- 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.