CCAC Chrome River Pre-Approval: Quick-Start Guide
Report Tracking Once the pre-approval report has been submitted, it will appear in the Submitted Pre-Approval Reports ribbon under the Submitted Last 90 Days list. From here, you can track its progress through the approval routing process by highlighting the report and clicking TRACKING . The right pane contains a group of numbers. These numbers represent each step of the approval process. Some of the steps are automated approvals. The highlighted number indicates where the Pre-Approval is in the approval workflow. You can see who the various approvers are by clicking on a specific number.
Inquiry Reports The Inquiry Dashboard allows you to create reports and perform quick inquiries on all your activity by category: expense reports, expense items, delegates, calendar, pre-approvals, credit card items, firm-paid items, approvals and paid expenses.
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Click on INQUIRY from any Dashboard.
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