In Approval Flows a client wants to have the PM of a project be the approver for Expense Receipts tied to that project. Seems very logical but I’m told that it is not possible. Has anyone been able to do this and if so how?
Answer
Want to have PM on Project approve Expense Receipts for that Project is this possible?
Best answer by meganfriesen37
Hi,
Yes, you can approve an Expense Receipt OR Expense Claim by the Project Manager.
Select Approver: Employee From Document
For Expense Claim Approval by Project Manager
Then, under the Employee field, open Expense Claim Details > Project / Contract > Project Manager
This will populate ((ExpenseClaimDetails.ContractID.ApproverID)) into the Employee field.
For Expense Receipt Approval by Project Manager
Then, under the Employee field, open Expense Receipt > Project / Contract > Project Manager
This will populate ((ClaimDetails.ContractID.ApproverID)) into the Employee field.
Good Luck!
Megan
+12Hi,
Yes, you can approve an Expense Receipt OR Expense Claim by the Project Manager.
Select Approver: Employee From Document
For Expense Claim Approval by Project Manager
Then, under the Employee field, open Expense Claim Details > Project / Contract > Project Manager
This will populate ((ExpenseClaimDetails.ContractID.ApproverID)) into the Employee field.
For Expense Receipt Approval by Project Manager
Then, under the Employee field, open Expense Receipt > Project / Contract > Project Manager
This will populate ((ClaimDetails.ContractID.ApproverID)) into the Employee field.
Good Luck!
Megan
Megan Friesen, Contego Software Solutions, Canada
Hi,
related to this, is it possible to have the Report To in the employee form as approver in the case the PM approver approve itself?
+12If you have a smaller group of PM’s I’d follow Laura’s idea in the second link below and add a second set of rules where if the “claimed by” employee equals any of a set list of employees, then it goes to the employees reports to manager. I don’t think there’s a way currently out of the box to skip the approval step if you are the assigned approver, but there is this idea below that you can vote on.
Here’s another thread with some related ideas:
Megan Friesen, Contego Software Solutions, Canada
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