Approver History
The Approver History section provides users and administrators with a detailed audit trail of all expense claims and approvals. It tracks the history of each claim from submission to approval, including the date, time, and approver responsible for each action.
- The Approver History feature provides users with a detailed log of all approval actions taken on a specific item or request within the system.
- It allows users to track the progression of approval requests and view the history of approvers who have reviewed and acted upon the item.
Access Control:
- Access to the Approver History feature may be restricted based on user roles and permissions.
- Typically, users with appropriate privileges, such as administrators or managers, can access the full history log, while regular users may have limited access or viewing capabilities.
Create Button:
Users can click on the "Claims" and "Advance" button to initiate the process of submitting a new claim and advance.
Status Guidelines
Not Initiated
Description: The not initiated status indicates that an expense claim has not been initiated or created by the user.
Actions: Users can create new expense claims to initiate the approval process.
Pending
Description: When an expense claim is created, it starts in the pending status awaiting submission.
Actions: Users need to submit the expense claim for approval. Once submitted, it moves to the "In Progress" stage.
In Progress
Description: After submission, the expense claim is in the "In Progress" stage.
Actions: Approvers assess the claim's details, verify accuracy, and ensure compliance with company policies during this stage.
Approved
Description: If the expense claim meets all requirements and receives approval from the approver(s), it transitions to the approved status.
Actions: Approval signifies that the claim is legitimate and eligible for reimbursement or further processing.
Rejected
Description: Expense claims may be rejected if they do not meet necessary criteria or contain errors.
Actions: Rejection sends the claim back to the submitter for revision or further action, along with feedback on reasons for rejection.