Audience: Supervisor Purpose
In this article, we will walkthrough the spend management experience for assigned supervisors.
As well as a full, easy to use process for users to create and work with purchases there are a number of features designed for Managers to be able to easily review and either approve / reject spend. If you need to action an Approval, the platform will indicate this by a circle counter on the Expense, Budget or Purchase section on the menu, where you can then access the authorizations function.
Overview
Who is a Manager?
They are defined as the Supervisor of a user in a Users’ Profile which is set-up by the Company Administrator for each User under the “User” menu option. Within the platform, a Manager is responsible for Supervising the spend of their assigned Users (employees).
Being a Manager in the platform is not an Assigned role like Administration or Finance it is an implied role based on the above conditions being met.
While a Supervisor for travel is optional (based on approval needs), all users in the system require a Supervisor to be established in order for them to create and justify expense transactions, that way we support the basic compliance framework of responsibility, accountability and traceability of business spend.
For managing approvals of travel specifically, see this article.
Working with the screens
The process to review and authorize (approve) transactions is simple. Authorizations are grouped in to three categories listed under separate page tabs: Budget, Purchase and Expense.
Example 1: Budget Request:
Example 2: Purchase requests (from Amazon Business)
Example 3: Spend requests (expense transactions submitted for reimbursement)
Step 2: Review the details of the spend request or transaction.
- For Spend requests, simply select the “View” button to the right of the transaction line to see the below view of all spend details. List of transactions to action are on the left, the core transaction details, coding purpose are in the center and to the right is the receipt or justification of a missing paper receipt.
- Step 3: Select Approve or Reject as appropriate. If you select Reject you are prompted to provide a reason for the user to be able to make any required changes
Tip: Managers are unable to edit transaction details. Please reject and return the expense, as necessary. Within the rejection, you can provide details surrounding the desired changes.