Expense reports validation

DMF

1908** WEB PORTAL EXPENSE REPORTS VALIDATION EXPENSE REPORTS VALIDATION

190801 WEB PORTAL EXPENSE REPORTS VALIDATION MY TEAM

190802 WEB PORTAL EXPENSE REPORTS VALIDATION MY TEAMS

Important

This feature requires the following feature flag: Portail Collaborateur domain > Employee Manager Expenses label.

When an employee makes an expense report from the Employee portal or from the Desktop Application, the manager must then process the employee's request in order to validate or reject it.

The details of the expense report can be displayed before the manager validates or rejects it. Depending on their responsibilities, managers can validate the expense reports of multiple teams or even validate their own expense reports.

Expense reports validation are managed from the Manager module > Expense reports menu.

In the Expense reports menu, each expense corresponds to a line in an expense report.

In the List view, an expense line has the following information:

  • The expense's date, type, allocation and amount (the type's label is replaced by the comment if one was added).
  • The icon set up for the expense type.
  • Different icons can be displayed on the left of the expense amount:
    • - When it is required to add a receipt for the expense type, this icon indicates that a required receipt is missing.
    • - Indicates the expense has one or multiple receipts, with the number of receipts showed in a badge.
    • - Indicates the expense was paid with a business card.
    • - Indicates the expense was denied.
    • - Indicates that the employee logged in has created the expense twice.
    • - Indicates that several employees have created the same expense.
    • - Indicates that the employee has created their expense on a day not worked.
    • - Indicates that the employee has created their expense on a day with a leave request.

In Table view, in the Indicator column of the expense line, different icons can be displayed:

  • - Indicates that the employee logged in has created the expense twice.
  • - Indicates that several employees have created the same expense.
  • - Indicates that the employee has created their expense on a day not worked.
  • - Indicates that the employee has created their expense on a day with a leave request.

A new expense can be created with the + Expense button.

Reference

For more information about creating expenses, see By creating a new expense.

An expense cannot be moved, duplicated or deleted from the Manager menu.

When an expense report contains multiple lines, it is possible to navigate between the expense lines of the expense report. From the Expense reports menu in List or Table view, click on on a expense line to open the details then click on the and arrows in the header of the form to navigate between the expenses.