PROVIDE MORE ADMINISTRATOR ACCESS TO EXPENSE MANAGEMENT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Once a charge is submitted it is effectively unreachable by an administrator. We have to be the middle man and ask non-finance users to perform functions that are beyond what a non-finance staff member should ever have to do. Why do administrators have the same access as a regular user?
I won't put this request in a box; the flexibility of expense management is atrocious. Give administrators more flexibility and access to credit card and invoice request transactions while they're in the pipeline of approvals. We cannot change anything besides the account code and project code in the middle of approvals being completed. we can't re-route a transaction in the approval chain. the list goes on.
-
Chad STooksbury
- Sep 3 2021
- Needs review
Related ideas
Chad,
I understand how you feel. When I first started looking up how to use expense management I kept running into brick wall after brick wall. But I did I read through a lot of the articles and worked with chat to better understand how to set up expense management for our business. If things are set up correctly there is a lot of flexibility as the Admin. Granted it's not obvious at first. If I'm understanding your frustration, it sounds like you want to be able to edit or "admin approve" an expense management charge if the user has hit submitted?
An Admin work around:
Under Treasury, Credit Card Accounts, and open activity on the desired credit card. This show all the activity, submitted or not. You can see where their approval rule is hanging it up. You can bypass them by (if you have admin access) changing their out of office approval path to you; under expense management settings. Once submitted the record wont hit the GL until you record transaction, so you ultimately have final say on the coding. You can also limit the users access to change the GL in the expense category too (if that's causing a problem).
I'm not sure what you mean by "middle man" since all they should really do is fill out some details, attach a receipt/invoice/whatever, choose an expense category (if found more choices are better than less), and go through approval paths. If the problem is having the figure out department splits and such, I just told my people to leave good notes and I'll fix it before it hits the GL.
I hope this helps!