Have any IFS Cloud users been able to configure the system so that a Project Manager can authorise or approve an Expense Sheet ?
Our current configuration has Line Manager approval and Finance authorisation, with the Project Manager only seeing the expense once it shows on the Project Transactions view.
Surely the Project Manager, as the budget holder, should be able to either approve or authorise the expense before it hits the project transactions.
Question
Expense Sheet Authorisation and Approval
+6
+16Hi
If your looking to do this for all the PM’s add the below access attribute to their access role and they should be able to authorize expense sheets.
+16Hi
Add the access attribute or expense authorization to the access role of project managers and they will be able to authorize expenses, It will be something similar to below,
+6Thanks
Does that give the PM visibility of only expenses on their projects or to all expense sheets ?
+16
It depends on the access level they are assigned to, do you want the PMs to see all the employees?
+6
It depends on the access level they are assigned to, do you want the PMs to see all the employees?
No, we want the PM to only see expense sheets for the projects they are assigned as the Project Manager. They should not see expense sheets for every user. The expense may be posted by a user ‘senior’ in the org structure than the PM or from some ‘junior’, and they may not sit in the same team.
+16
Hi,
If you use Travel Request then you can point out who should approve the travel request for a certain project.
Regards,
Karolina
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