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Occasional Member - Level 1

Manager Approval View

I am doing a demo to the Partners and senior managers in my firm on Tuesday and i am trying to see if there is a way i can edit the view that the Managers see when they approve a report. Currently we have custom fields set up so employees can select how they are allocating their report (Which company, deal name etc...), but when managers review the report there is no view i can find that shows the total by allocation. The managers would like to see in total how much of the report is going to each Company/Deal. Is there a way to do this that i am missing? Thank you Aryeh

Routine Member - Level 2

Hi, Aryeh2b!


Have you tried accessing the  Details dropdown > allocations menu in the expense report?


I hope this helps. 


Maria Steen

Maria Steen