If you have set up your Expenses with a Sign-off process that includes Approval, then once the Candidate has submitted their Expenses for the set period, an email automation will be sent to the approvers that are selected:
NOTE: The approvers are listed on the Finance page. One needs to be there as a mandatory requirement and up to three can be listed.
The Expense View on the Candidate Portal:
Below is an example of the email that approvers will receive:
The Approver will then click on the View Expense link:
From here, they can either Approve or Reject.
Once Approved, the following message appears:
This will then update the Timesheet status to Approved.
The next stages will be either:
No Validation required: The status will be updated from Approved to Completed. Once it is completed, the Financial Transaction will be created.
Validation required: the timesheet will then need to be checked and validated internally. This will then update the status to Complete, which will create the Financial Transaction.
On the Candidate Portal, once all approvals have been completed, the Expense line will move from the Submitted Expenses section to Completed Expenses.