Create Admin portal for Expense Management that shows approval, approvers, etc

Added as a continuation from https://financialedge.ideas.aha.io/ideas/FENXT-I-853

Create an admin portal that allow users with security rights to view all submitted invoice requests in Expense Management.

This would give the user insight into what invoices are in the queue for approval, where an invoice is in the approval process and to see if an authorized approver has approved an invoice or not.

This would include the functionality to drill down to see where in the approval rule an invoice might be getting hung up.

  • Jennipher Noble
  • Oct 7 2022
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  • Elise Elliott commented
    17 Nov 05:45pm

    When we first got this module a couple of years back on FE NXT the Expense Management, we immediately identified this flaw. When I initially spoke to Blackbaud about this, they said it was part of their plans to add that functionality and the Expense Management module although released was in beta testing mode and not finished. I have just called Balckbaud again today and it is still the same answer, the module will only work on a chain of approval method, though won't allow the chain to be viewed. There are numberous accounting online AP software out there that allows the accounting department to view the whole chain, so accounting staff can see the initial user is waiting on supervisor approval before it can be approved/processed by accounting. I as the manager should be able to see that when an user uploading their expenses / documents said they did it weeks ago, why hasn't AP staff done initial approval to move it on to me. I am desperate to role this module out organization wide, yet this flaw and serious omission in the functionality and viewing is what is preventing me. This absolutely has to be a top priority for FE NXT software engineers.

  • Peggy Jones commented
    13 Oct 05:34pm

    We just went live this month, and really hoping and praying you can add this as soon as possible.

  • Tammy Anderson commented
    13 Oct 05:27pm

    I was disappointed to find, after going live, that this feature doesn't exist. It just seems like an obvious inclusion in accounting software. As the AP person, I'm trying to figure out work arounds to not having this in place. PLEASE implement asap!!!

  • JEFF NIEMAND commented
    13 Oct 05:23pm

    This is absolutely essential to our operations. The people who need to sign off on invoices are very busy. Our faithful accounting team has to chase them down and get them to sign off. Also, some people create invoices but forget to submit them and we can't see why they aren't getting processed.

  • Molly Maher commented
    11 Oct 02:14pm

    This should already be in place. I don't know why you would have went live with expense management without this in place, when it was available in webinvoicing. Please implement immediately.

  • Derek Hammock commented
    10 Oct 01:39pm

    This functionality would be a great enhancement. Please strongly consider adding. Thank you!

  • Nancy Agan commented
    10 Oct 12:52pm

    I agree Christy Salinas - why would this be a separate module than in Expense Management? That's where we are for all other 'invoice' related tasks. Possibly add a "Others Unapproved" section to the existing "My approvals" and "My invoice requests". Thank you!

  • Barb Gibbons commented
    10 Oct 09:51am

    Yes, this would be helpful. Please address. Thank you.

  • Christy Salinas commented
    7 Oct 10:02pm

    It would be ideal if this functionality would be in the Expense Management area of the program instead of a dashboard. Admins with security rights should be able to go in and see what is in the pipeline, what is being held up and release those items if need be. Also, it needs to be "live" and not updated every 10 to 12 hours. Thank you!

  • Guest commented
    7 Oct 10:02pm

    "insights" helps, but it is definitely clunky. Having to go into "View" mode to easily see everything, then "end preview" or clicking X to get out always brings up a message about my dashboard having unsaved work, and asks if am I sure I wish to cancel. I'm not even make any changes!

  • Jeff Bone commented
    7 Oct 09:44pm

    Once a week I have to go into every approver and change their out of office to me in order to see if anything is hung up. This is quite time consuming. Thank you for working on making this more efficient.

  • Guest commented
    7 Oct 09:41pm

    Much needed. Been waiting over a year for this. Hope it comes soon.

  • Lori Harris commented
    7 Oct 09:34pm

    That would be great.

    Lori