Expense Allocation

[nlynch91]

Hi Folks,

I'm looking for insight into how allocation works and where it fits in the workflow.

I have a user who has allocated expenses top a department however it seems to have defaulted back to her original department and her manager got the ER.

Can you advise, is her manager supposed to receive the report before it goes to the allocated department or are we experiencing an issue?

I've added our workflow below for reference.

Cheers,

Niall 

[KevinD]

@nlynch91 from what I see in the workflow, the manager would not receive the report if the internal project on Header & Department = PS. So, for this user, does this apply? If the Internal Project on Header & Department doesn't equal PS, the default manager would receive the report to review and approve. 

Do your step rule conditions have anything related to entry allocations or when you say allocated, do you mean the user was choosing a different department on the report header? 

We need a little more detail to better fully answer the question. 

[nlynch91]

Hi Kevin,

No this user actually went to allocate to another department using this button and then allocated to the department attached. the header wouldn't have anything to do with the PS team. There may be allocation conditions in the back end but I'm unsure. They are not visible to me anyway. Should they be visible if  they are in place or is there a chance we can only see this on Concurs side?

Cheers,

Niall 

[KevinD]

@nlynch91 you should be able to see the workflow conditions for the skip steps. If you navigate to the screen you provided in your original post, you can click on any of the workflow steps. You should see the grayed out buttons highlight. For Step Rules, click Modify and you should see the conditions that are set up. I took a look at a couple of the Step Rules and I didn't see any conditions that were based of allocated entries.