Hopefully this is a really simple answer… but I can't find any documentation on it. Therefore, thank you in advance .
For our Timesheet Approvals, I am pretty sure that this capability is built into NetSuite and is not a Workflow or Script. This is how we think that it works.
- An Employee creates their timesheet. They have a mixture of Projects that they charge to and Payroll Items like Sick, Vacation, Holiday, etc.
- When the Employee clicks SUBMIT, NetSuite sends multiple email(s)
- To the Project Manager(s) (Or Project Time Approvers) for all the Project Time on the Timesheet.
- To the Employee's Supervisor for all the Payroll Item(s) on the Timesheet
When the Project Manager receives the email, in their Employee Center Role, they click on the link that takes them to a page where they can approve only the time on their projects.
When the Supervisor receives the email, it their Employee Center Role, they click on the link to a similar page where they can approve all the Payroll Items time. (It seems that they may be able to approve other things (like project time), depending how high up the supervisory ladder they are….. but we ask them not to. )
When all the time is approved, the Timesheet is ready for Posting.
That is simple and easy.
We are trying to figure out if there is a built-in way in NetSuite to make Expense Report Approval work the same way.
- An Employee creates their Expense Report
- When the Employee clicks COMPLETE, NetSuite sends multiple email(s)
- To the Project Manager(s) (Or Project Expense Approvers) for all the Project Expenses on the Expense Report
- To the Employee's Supervisor for all the Overhead Charges on the Expense Report
When all the Expenses are approved, the Expense Report goes to Accounting for processing.
Right now, all Expense Reports seem to go to the Employee's Supervisor (or his delegate) and they approve the entire Expense Report. As you can imagine, that is not acceptable to the Project Managers.
Are there checkboxes in NetSuite to change the current functionality to work like the current Timesheet functionality?
Thank you.
