What's New - July 17, 2023

Expense Claim & Credit card approval restructure; Display the currency on various credit card pages; Employee Timesheet export; Approval & Posting Rights.

Updates: 

Expense Claim & Credit Card approval restructure

There are now two options in Accountability for agencies to choose from to manage the approval workflows for expense claims and credit cards. 

Single/Initial approval workflow

This is the option historically used by agencies before the new ‘Scenarios’ based approval function became available; the main features are:

• Each expense/credit card header transaction requires a single approval by a nominated manager.
• Once the single manager has approved them – these transactions become a supplier invoice that is available for review and posting by finance.
• This function can be augmented by utilizing the supplier invoice manager approval – which allows setting approval rules for the individual lines of the expense/credit card once it receives manager approval. The way this function works is not outlined in this document

Scenarios approval workflow

This is a new approval workflow; the main features are:

• Approval rules are defined as scenarios that dictate the approvals required based on the nature of the individual lines on the expense claim/credit card. Multiple approval scenarios can be defined, as can sequential approvals, such as requiring a single expense line to be approved by one manager before being routed to another manager.
• Once all required approvals are complete - these transactions create a supplier invoice that is available for review and posting by the finance department. 

To learn more about how to set up approval and posting settings for Expense and Credit Card claims, click here. 

Currency Display

We've updated the system to now display the type of currency being used on various credit card pages and reports within the platform. 

Fix: 

Approval & Posting Rights 

The title for the  Approval Rights Report (Excel) has been fixed and now has the updated name of Approval & Posting Rights.  

To access the sheet navigate to MASTER FILES > Employees > Approval & Posting Rights > EXCEL. 

Employee Timesheet Export Selection

The UNAPPROVED check box in the Employee Time Report Selection page has been fixed to say UNPOSTED to reflect the updates made in the platform. 

To access this page navigate to TIME & TASK > Time Reports > Employee Time Report.