Approval Workflow and Expense Reports

Expense reports are processed for approval through an approval workflow.

Configure Approval Workflow for Expense Reports

In Settings > Expense > Expense Approvals, you turn on the expense approvals feature, select an approval workflow to use, and assign an approval administrator. In Settings > Workflow > Approval Workflows in the desktop application, you can create an approval workflow to use for expense reports if you prefer to create your own instead of using an employee expense workflow that comes with Vantagepoint.

Approval Roles

When the approval workflow for expense reports is enabled, approval workflow-related options are displayed on the Expense Reports form, based on the approval role of the employee. The approval workflow includes options to submit, approve, reject, or reassign expense reports.

Set up approval roles in Settings > Organization > General in the desktop application. You assign employee approval roles 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 display in the drop-down field and the approval workflow status displays in the right side of the expense report record.

To view additional status information, open the expense report and click Other Actions > Show/Hide Approvals Timeline to display more details of the expense report status.