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How to set default views on Employee Center Role?

edited May 29, 2023 2:16PM in Account Administration 3 comments


I have a client who has the following concerns on Employee Center role:

  • Under the “Approve Expenses” page, the default search shows all unapproved expenses for not just the user’s direct reports, but also all of unapproved expenses for users that report into those direct reports, as well as any expenses the user themselves has filed. They want to hide the default search from users.
  • Additionally, the search doesn’t default when you go onto the ‘Approve Expenses’ page – you have to actively select it. Which for users is slightly annoying.

Hope you could suggest an alternative workaround on these concerns. Thanks in advance!

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