EXPENSE REIMB APPROVAL OPTION - UP DATE TO CC
I UNDERSTAND AND WE USE THE EXPENSE REIMBURSEMENT OPTION. ONE OF THE FEATURES WE REALLY LIKE IS THE APPROVAL OPTION THAT YOU CAN HAVE THE APPROVER OF A TRANSACTION FORWARD TO ANOTHER PERSON FOR ADDITIONAL APPROVAL AND ADJUSTMENTS IF NEEDED.
MY IDEA/QUESTION IS WITH THE P-CARD SET UP IF WE COULD HAVE THE SAME SET UP FOR AN ADDITIONAL FORWARD APPROVAL WHEN NEEDED.
IS THERE ANY WAY THAT AFTER A CREDIT CARD CHARGE HAS BEEN APPROVED THAT THE SUPERVISOR COULD SEND THE APPROVED CHARGE TO ANOTHER SPECIFIC PERSON WITHOUT CHANGING THE ACCOUNT GROUP/CREDIT CARD GROUP SETUP'S?
THE REASON FOR THE REQUEST IS OUR DISTRICT HAS CENTRALIZED OUR PROFESSIONAL IMPROVEMENT AND WHEN AN EMPLOYEE TRAVELS FOR CONFERENCE AND TRAINING THEY USE THEIR P-CARD. THIS WAY THE EMPLOYEE'S SUPERVISOR WOULD STILL APPROVE THE CHARGES AND THEN COULD FORWARD THE TRANSACTION TO THE PERSON THAT IS IN CONTROL OF THE PROFESSIONAL IMPROVEMENT BUDGET TO PUT CORRECT ACCOUNT NUMBERS AND HAVE FINAL APPROVAL. THE SPECIAL SET-UP WOULD BE NEEDED BECAUSE AT THIS TIME EMPLOYEES STILL USE THEIR P-CARD FOR THEIR REGULAR BUDGET EXPENSES ALSO WHERE THEIR IMMEDIATE SUPERVISOR APPROVAL WOULD BE SUFFICIENT.
Pat Clark
shared this idea
Look for this enhancement in the 05.19.10.00.02 release!