Approval Workflow and Expense Reports
Expense reports are processed for approval through the approval workflow. The approval workflow for expense reports is managed in the desktop application and in Deltek.
Configure Approval Workflow for Expense Reports
Enable approval workflows and select the approval workflow to be used for expense reports in the Expense Approvals tab of the Expense Settings form. The Expense Settings form is accessed in Expense under the Settings section of the Navigation pane. The approval workflow settings are setup at the desktop application in .
Approval Roles
When the approval workflow for expense reports is enabled, approval workflow related option are displayed in Storm's Expense Report form. The displayed options are based on the approval role of the employee. The approval workflow include options to submit, approve, reject, or reassign expense reports.
Approval roles are setup in the desktop application in . Assigning employee approval roles are also setup in the same location.
Expense Report Approval Status
During the whole approval workflow process, you can check the status of an expense report by using the Search field. Expense report records that match the search criteria are displayed in the drop down and the approval workflow status is displayed in right side of the expense report record.
To view additional status information, open the expense report and click the <info icon> found under the Actions drop-down field to display an info bubble where you can find more details of the expense report status.