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How do I view other peoples Approvals or Orders
How do I view other peoples Approvals or Orders
Updated over 8 months ago

Goal:

  • Can my requester view what is being approved or pending orders?

  • Updating visibility and ability to view Pending Approvals of all users

  • Enable Approval View access for Pending Requests and Pending Expenses

  • Approver view access / Approver Watchlist

  • How to view others' approvals

Steps:

You must be a Superuser or have custom permission to Approver View Access settings to complete the following steps.

  1. Navigate to Settings β†’ Approver View Access

  2. Select yourself (or the applicable Approver)

  3. Click Manage List

  4. Select applicable approvers to be viewable

  5. Click Save

Once you've enabled Approver access, complete the following steps to view Order, Travel, and Expense Requests:

  1. Go to Approval β†’ Orders/Travels/Expense.

  2. Select the drop-down menu next to Viewing As. This is located next to the status tabs.

  3. All selected approvers will now be shown. You can select multiple.

Additional Information:

  • Approver View Access does not include Payments & Bills

  • This feature is only available using the web app.

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