Approving T+E Reports can sometimes be quite time consuming.  Especially, when T+E Reports are split by Project (so that every Project Manager gets the report for their projects), the number of Approvals can get high.  

Salesforce provides the ability to approve many requests at once, but there is insufficient information to actually check the T+E Reports.  One option is to approve via Email, which contains a summary of the T+E Report - if that is sufficient.


In the T+E Report Approval screen, you can view all open T+E Report Approval requests and have the most important information directly available and links to the details if required.


View the page via Tab Welcome > Manager -- link: Mass Approve Reports

or Welcome > Overview -- icon: Mass Approval

Alternative, you could create a Tab to the Visualforce page "TEReportApproval"


T+E Approval displays the reports to be approved with the details and link to the actual T+E report and items.


To Approve or Reject simply

  • select the line for the report 
  • optionally change the Approved flag if you want to reject the report
  • optionally add an approval/rejection comment

and then click on Approve/Rejected Selected