Toolbar of Expense Report Line Item Approval Form

Use the toolbar options to work with expense report line item approvals.

Toolbar Options

Field Description
Save Click this option to save changes to the Expense Report Line Item Approval form.
Approvals This option displays after an expense report is submitted and if you are an approver for the current step of the approval process.
Click this option, and then select one of the following items from the drop-down list:
  • Approve — Select this option to approve the record. On the Approve dialog box, enter a comment as needed, and click OK. The approval process continues to the next step based on the configured approval workflow for the record. This option is available based on the state of the workflow.
  • Approve All — Select this option to approve all the records that currently display in the Line Items grid. On the Approve dialog box, enter a comment as needed, and click OK. The comment that you enter is applied to all approved records. The approval process continues to the next step based on the configured approval workflow for the record. This option is available based on the state of the workflow.
  • Reject — Select this option to reject the record. On the Reject dialog box, enter a required comment and click OK. Based on the configured approval workflow for the record, the record could be sent back to the employee who submitted it.
    The Reject option does not display if:
    • You make changes to a record while the workflow state is In Review.
    • If the Reject Action field is set to None on the Workflow tab in Configuration > Workflow > Approval Workflows for an approval workflow step.
    • You do not have the appropriate approvals workflow access rights, based on approvals workflow configuration.
  • Reject All — Select this option to reject all the records that currently display in the Line Items grid. On the Reject dialog box, enter a required comment and click OK. The comment that you enter is applied to all rejected records. Based on the configured approval workflow for the records, some of the records could be sent back to the employee who submitted it.
    The Reject All option does not display if:
    • You make changes to a record while the workflow state is In Review.
    • If the Reject Action field is set to None on the Workflow tab in Configuration > Workflow > Approval Workflows for an approval workflow step.
    • You do not have the appropriate approvals workflow access rights, based on approvals workflow configuration.
  • Reopen — Select this option to push an approved record back to the last step of the approvals workflow. This option displays while you are viewing an approved record. It is only available for employees who have the rights to reopen records (the Allow Employees to Reopen Closed Approval Records option is selected on the General tab of Configuration > Workflow > Approval Workflows.
  • Reopen All — Select this option to push all the approved records that currently display in the Line Items grid back to the last step of the approvals workflow. This option displays while you are viewing approved records. It is only available for employees who have the rights to reopen records (the Allow Employees to Reopen Closed Approval Records option is selected on the General tab of Configuration > Workflow > Approval Workflows.
  • Reassign — Select this option to open the Change Assignment dialog box and assign an additional employee to the current approval step for the record or move the approval assignment from one approver to another employee.

    This option is available if the Allow Approvers to Reassign option is selected on the General tab of Configuration > Workflow > Approval Workflows. The option is also available if you are the approval administrator for the record's approval workflow.

    If you reassign the current approval step and select the Move Assignment option on the Change Assignment dialog box, the Approvals option is removed from the toolbar for the employee you entered in the From field on the dialog box, who is no longer is assigned to the approval step. If the employee who was removed from the assignment is the approval administrator for the approval workflow, then the Approvals option remains on the toolbar.

Print After you click this option, select one of the following:
  • Click Print Expense Report Line Item Approval Report to print the Expense Report Line Item Approved report without previewing the report.

    If your firm uses the Deltek First Vision Essentials cloud version of Vision, this option is not available.

  • Click Preview Expense Report Line Item Approval Report to preview the Expense Report Line Item Approved report in the preview page.
  • Click Print Supporting Documents to print all documents that are associated with the expense report line item. These documents print as additional pages in .PDF format at the end of the Expense Report Line Item Approved report. The order in which the supporting documents display as additional pages is static, based on the order of the projects.

    This option only displays if Vision has been configured to allow you to upload supporting documents. See your system administrator if it has not been configured.

Help Click this option to view online help for Expense Report Line Item Approval.
Parent Topic: Expense Report Line Item Approval Form