Tony Staples Finance System Manager

Currently the end user (time sheet creator) has no simple ability to adjust submitted/posted time entries, apart from creating an additional timesheet with a DR/CR entry on time.

Not all end users will have access to Project Management: Adjust Transactions (due to role security).

We are seeking a simple interface (which supports intercompany) where an end user can adjust submitted time (on mass) - The interface should create the incremental adjustment crediting the original entry and allocating the time to the new project. All corrections should be subject to workflow approval (as per original timesheet).

End users should have the ability to create timesheets (by default) empty or from favourites - We are seeking a new Y/N variable be placed within user preferences to control the form access when creating timesheets. This variable will drive the default setting of the variable "Create from Favourites".

The creation of the variable will allow a user to define and control how their timesheets are created within the system - Giving them greater ownership and management of timesheet entry.

In addition to the above variable on user preferences we also believe their should be a parameter field controlling the ability for an end user to define their own user preference - This will provide an organisation control over the ability for end users to define how a timesheet is created.

These form controls should support both desktop and mobile interfaces for creating timesheets.

Microsoft's intention behind AI Summary workflow is to reduce the time that you spend searching the workflow history for the most important details, so that you can approve documents quickly and efficiently.

Therefore it needs to include all workflow elements (especially line level workflow) and approval comments.

It is common place for organisations where multiple approvers exist in a chain for an approver to add comments for the next approver or the finance team when processing. This need to be visible promptly and prominently on the workflow history, so would be prime candidates for the AI Summary to highlight.

Suggestions on how to reflect line level workflow, would be:

User xxxxxx, approved xx lines of the invoice - Two comments were left: Item 1 - "Comment 1"; Item 2 - "Comment 2"

The above would assist in understanding the primary approvers for a report/Invoice if multiple exist.