Hi all,
I’m interested in how others are handling communication and notes on expense claims within IFS.
We’re currently on Apps10 (Aurena) and migrating to IFS Cloud, and we’re reviewing how best to manage information sharing during the expense approval process.
We often have situations where additional context would really help, for example:
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Receipt requested or missing
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Coding needs clarification
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Special conditions or agreed exceptions
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Explaining delays in approval or processing
At the moment, I’m not aware of a way of capturing this information within IFS that is visible and consistent for:
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The next approver in the workflow
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Finance teams reviewing the claim
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The employee who submitted it
What I’d like to understand
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How are others managing this in practice?
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What approach do you use to capture and share this kind of information within expense claims?
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Is this handled using standard functionality or something more tailored?
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How do you ensure the information is visible and actually used by all parties involved?
Any examples, approaches, or lessons learned (especially for Cloud) would be really helpful.
Thanks in advance!