Notification step after approval to execute expense payout
Giorgos Magos
After an expense is approved the originator and the approver know about it, but normally it is someone else who needs to take action for payment. An email notification step, preferably only for expenses, not the whole timesheet, would be useful as an automated feature, activated on approval.
Giorgos Magos
Just to clarify, I am referring to compensating the employee for an expense made out of pocket. This is distinct from billing the client (depending on the billing arrangement).
I am trying to work around this problem by using a scheduled report. The idea is to have a report of last week's approved expenses go out to an email address responsible for making the payments. Having some trouble with this, partly related to what looks like a bug: the CSV report looks fine, but the PDF report contains the wrong columns and even wrong amount. Reporting this separately on its own topic.