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

1. Click on the Filters button on the far side of the page
2. Click on Resource ID
3. Click on Clear Filter
4. 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.