Allow Expense Management Users to see both submitted and approved charges once they are completed

It would be super helpful if the expense management user could go into their blackbaud profile and see all of the invoices they have submitted and have approved (along with the invoice attachments). I believe at the moment they can only see the invoices they have submitted. This gives the user access to information on their expenses without having to ask an administrator for the information. There have been many times when a user has approved an invoice and they want to review the invoice, but can't.

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  • Sep 20 2024
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  • Evan Greene commented
    06 Jan 16:31

    This should already be possible. Click on "Work with my invoices".


    There really should be a new breakout for "Submitted", though. Right now there's:

    "Open" - Unsubmitted/saved
    "Approved" - Approved Requests
    "Rejected" - Reject Requests

    There should be a
    "Submitted" - Requests that have not been approved or rejected, but have been submitted.