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I would like for our employees to be able to submit expenses via email, and then not have to do anything else (i.e. they wouldn't have to "Submit" them to their manager). How can I make it so the Manager can see the expenses and begin editing/approving them? (perhaps an "autosubmit to manager" or security change so manager can see unsubmitted expenses?)
Thanks for any thoughts!
If you go to the report > All expense
then change the view to list
then make a filter or a group by on the status and check the expenses to submit.
Go to all expenses and then filter only state is manager approval.
you can save and set as default filter by using favorites
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Thanks for your input guys! To spell it out for future readers:
(1) Go to Expenses > Reporting > Expenses Analysis
(2) Click the List button (below the Filters bar). All expenses, even ones that haven't been submitted yet will be shown.
(3) Set any additional filters if you want, and then save your search as a Favourite.