Automated Reports
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Chris Greenwood
Looking to set automated reports for Managers/Accounting for their teams. This function would allow GMs to check over their teams, ensure mileage looks correct and fix issues instead of Corporate having to sort through everyone's reports.
Would need the ability to schedule reports either by office or group users manually and select who the report goes to (either a manual email address and/or another user already in the system).
In my scenario I would like to be able to send the report of a entire office (2-7 employees) to the General Manager and Corporate Accounting Team for inspection and audit before payment.
Brian Tomihama
There are automated reports sent to Supervisor/Approving managers with the approval management option enabled. The automated messages are weekly/monthly summaries for overall items in the cloud/web. There would be the ability to review entries with the submission process that would allow a supervising manager to then approve those items for final review / payment. There is a final process of “pay schedule “ that would indicated sent or payment processed. Please contact support if you need assistance with this festure
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Chris Greenwood
Brian Tomihama Hi Brian - thanks for explaining how the current reporting works. For my use case this feature would still not fit our needs. The GM would not be the approving official so I would want to enhance the reporting structure and control how and who gets reports.