Approval List View
MyPay will set a default list view when the account is created. As an approver, there is a requirement to create a view that allows the user to view other records.
To create a 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 all Expense Reports PENDING approval
Click on the Pending Expense Report you wish to approve. Review the report details and Approve or Reject accordingly.
Once the Expense Report is set to Approved status, it will be synced to NetSuite for Accounting approval and payment processing.
Expense Report Approval Notification
Once an expense report has been submitted for approval, the approver will receive a notification. There are several ways how MyPay notifies the Approver depending on notification settings:
- via email
- via the Bell icon in the header
- in Pending Approvals portlet on the Dashboard
| Info | ||
|---|---|---|
| ||
All Expense Report changes are automatically synced between MyPay and NetSuite. This means that Expense Reports can be approved in either NetSuite or MyPay. The only exception to this, is where an Expense Report is In Progress (in either NetSuite or MyPay) then it will NOT be synchronised between the two systems. |
Approving/Rejecting Expense Reports via Dashboard
- Go to the Home Page (the Dashboard)
- In the Pending Approvals portlet are listed all the pending expense reports
- Click the 'Approve' button for instant approval
or
d. Click one of the pending items
e. Click the 'See Report' button
e. Review all expense items
f. Click the 'Approve' or 'Reject' button
Approving Expense Reports via List
Expense Reports can also be approved in bulk from the List view. To do this:
- On the main menu, choose: Expense→ Approve Expenses
- Click the Expense Report and review all expenses
- Return to the list
- Tick the checkboxes next to the Expense Reports
- Click the 'Approve' or 'Reject' button
Note that the Expense Reports have now been processed and removed from the Approve Expenses list
| Panel | ||
|---|---|---|
| ||
|