Finance team review level is an additional authorisation level between manager and Expense team to allow members of the Finance team to review claims.
Please note this is only available if enabled on your site.
The finance team allows access for any additional checks which need to be made on claims before they are paid.
Although anyone with the access level can view claims at the Finance Review level, there is the option to assign claims to specific users to review. Users will be able to see both unassigned claims and claims which have been assigned to them to review. Claims assigned to other team members will not be visible.
There is also the ability to add query flags to the claim.
Assigned/Unassigned Claims
A claim which has been assigned to a user to review will be marked in blue, you can see this claim has been assigned to the user “Manager”.
Unassigned claims will show in grey.
At the top left there’s a sort button which gives a dropdown to allow sorting on all of the fields on display. You can also group the claims in different ways.
Assigning Users
To assign a user to a claim, click on the pencil next to the claim to open it.
Click on the arrowhead under the claim value in the grey header box, to expand the header.
The expanded header will show if the claim is assigned.
Use the pencil to edit the Assigned to the user. Options are “no one”, “myself” or “someone else” with that access level on their profile. The available options are “no-one” to unassign the claim and make it visible to the entire team, “myself” to take ownership of the claim and, finally, these are followed by a list of other finance team members the claim can be assigned to.
Query Flags
Opening a claim at the Finance team level, you will see the top section is for the query flag .The query flag will show alongside the claim in the list view at the Finance team level.
