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The following configuration must be in place in order for the approvers to be able to approve timesheets and expense reports from their email.

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1. Enable time/expense approval from the List Page in T&E Access setup

The approvers approving time/expenses via email must have the ability to approve timesheets and expense reports from the list page. To enable this option:

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  • From the Administrator menu expand the Options → T&E Settings → T&E Options links

  • Scroll and select the Expenses - Mail Options for expenses and Time - Mail Options for timesheets

  • Enable the following optionsoption:

    • When lines are ready for approval- Yes with Attachment

    • When lines are sent from approver to approvers (ready for approval)- Yes with Attachment

    • Email link for timesheet/expense report approvers f if they have rights approve from the list - Yes

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4. Make sure the Print Processor profile is scheduled along with the email queue sender

This is usually enabled upon the go live as part of the pre-production checklist, but double check to make sure under Administrator menu → Job Schedule → All Jobs

There should be a scheduled job called Send Emails or Email Queue Sender. In that Job, add Action Print Processor before the Email Queue Sender

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  1. Set the link expiration duration

The approval link only stays active for a restricted time. Make SreOnce it expires an approval must log into the application to approve. To set the expiration duration.

  • From the Admin menu expand the Options -->T&E Options menu item

  • Select Module Enable

  • Select the “Expire Approval by email link (Default 1440 Minutes)” and update the value

  • Make sure save the changes

Optional: If you would like the update the message that goes along with the email notification, those can be updated under Admin → Options → Email Message Settings → Time or Expense Email Messages

Select “Approve/reject expense report from email option and update the subject and the announcement part of the setting. Click “Save” to save the changes:

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