As we've been testing the Expense Reports module, we came up with a few ideas that we think would be really nice to see in OnSemble. Since expense reports are set up to go to the associate's immediate supervisor, it would be a really great feature if we could have the expense report automatically forwarded to another individual when that supervisor is out of the Bank (say on vacation or medical leave). It would also be really great if we could set a tiered approval system up in the Expense Reports module. For example- let's say that I can approve expense reports up to $1,000 but anything over $1,000 would be forwarded to my boss. If we could set those parameters up in the system, it would avoid some of the manual efforts of forwarding reports by the AP Admin.
Keep - this needs follow up by CSM or a Feature Request opened. - R.Orozco 3.16.2020
Post is closed for comments.