Update Your Information - Reviewer
On this page:
Update Your Name Information
As a Reviewer, the system allows you to:
- Update your first and last name and your email address
- View but not update the names of the people responsible for reviewing and verifying your receipts submissions
- Update whether or not you want to receive an email alert if a reviewer has returned a receipt to you for revision.
- Update your time off rerouting - when you will be away from work, this option allows you to identify an alternate reviewer who will receive and review receipts that normally would have been directed to you for review.
Update Your Information
- Click on your Name in the top right corner of the application window.
A menu displays to the left side of the window. By default, the My Information tab displays. - You may update your First Name, Last Name, and/or Email address.
- If you want to Opt out of Emails for returned expenses, checkmark the box.
- Decide what you want to do:
- Click Save. A message displays to confirm the changes.
- Make no changes. Click on any other menu or tab option in the application to exit the My Information tab. Your changes will not be saved.
Update Your Cost Objects
You can give nicknames to your cost objects. This can be a useful shortcut for entering cost object numbers for receipts.
- Click on your Name in the top right corner of the application window. A menu displays to the left side of the window. By default, the My Information tab displays.
- Select Cost Objects to view the list of your cost objects.
- Create a new cost object nickname: Click New. In the Edit Cost Objects dialog, enter the cost object Number and Nickname, then click Save. The pair will now be added to the list of your cost objects.
- Change a cost object nickname: Select the cost object Nickname and click Edit. In the Edit Cost Object dialog, make your changes and click Save.
- Delete a cost object nickname: Select the cost object Nickname and click Delete. A message displays after you to confirm your intent. Click OK to complete the deletion.
Update Your Time Off Reroute
If you are planning to be on vacation or otherwise unavailable to perform procard receipt reviews, the Reroute feature allows you to define time frame of your absence and identify the person to whom submitted receipts should be rerouted. This person could be someone at your Reviewer level, or someone ‘higher’ up the review process.
The rerouting will be in effect from the start to the end date. Once you define a rerouting, you can change it or delete it as necessary.
- Click on your Name in the top right corner of the application window. A menu displays to the left side of the window. By default, the My Information tab displays.
- Select Time Off Reroute.
- Enter a From date and To date to define the time period within which receipts should be rerouted.
- Double click on the name of the Assignee. Or, if you want the rerouted receipts to go to a higher reviewer, click the checkbox in the lower right of the pop-up. The system will then present you with your entries for review.
- Decide what you want to do:
- Click Change? If you want to make changes to the rerouting.
- Click Delete if you want to erase it entirely.
- Click Save to set the rerouting. A confirmation message will display.
After you save a rerouting, you can change it or delete it. Simple click on your name in the application window, select the Time Off Reroute option, and then make the necessary updates.
Return to PCard Receipt for Reviewers topics page.