Ongoing expense reports
We work in construction and have several projects concurrently that last many months each. We want the expenses reported against each project.
Unfortunately, when submitted, the report is closed and each month all the reports have to be generated again which is a real frustration for the users.
It would be great to have "report templates" that can always be in the users available reports
Answers
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Hey @KevinA !
This is a great idea but I think there is also a setting that's exacerbating your frustration here. Please have your admin and each employee check the Scheduled Submit settings. Scheduled Submit is what can send off a report too soon.
- How to: Enable Scheduled Submit for Individual Use
- How-to: Enable scheduled submit for my Group policy
The next thing to check in on is have your admin re-evaluate the Approval Mode of the group policy. If Closed isn't the best option, they can choose Submit & Approve instead.
You might also find this guide handy:
I hope this helps! Please let me know if you have more questions.
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Thank you for your timely response.
Unfortunately this does not solve my issue as we ant the expenses to be submitted every month. With projects lasting 12 months, it is not feasible to allow them to accrue this long. Hence turning off auto submit does not resolve my issue.
I just want to be able to have a template list of named reports that the user can select from, for example:
Project1234 : <username> : Installation
Project2345 : <username> : Service
Project2345 : <username> : Sales
etc
Having to re-make 20+ reports per month on average for each user is extremely onerous
