Expense Reports: Chat feature

Overview

Communicating through the chat feature

Chat feature Permissions 

Overview:

In Docyt, users can use the chat option in the expense report details section of the Accounts Payable and Expense report section. This feature is designed to facilitate communication between users during the review process of expense receipts submitted by employees.

Chat section in Accounts Payable expense report 

Chat section in Expense report Personal receipt submission.

Users Communicating through the Chat feature

When an employee submits an expense receipt, the employer (Approver) can review it and initiate a chat with the employee directly within the accounts payable module if any clarification/discussion is needed. Likewise, the submitter of the expense receipt can discuss the expense with the approver on the expense report. This interactive feature allows for seamless back-and-forth communication, enabling the employee to respond to inquiries or requests for further details. The chat functionality ensures that both parties can efficiently resolve any questions or concerns related to the expense report, streamlining the approval process.

When an employee submits an expense receipt from the Expense Reports section, the employer (Approver) will see a chat option within the accounts payable expense report detail page and can respond to the chat. The two chat features in the accounts payable and expense receipt sections will be linked to each other. Therefore, this chat functionality will work both ways: Expense Reports Chat (AP) ↔︎ Expense Receipt Chat (Expense Reports).

Chat feature Permissions 

Accounts payable users (Approver) with the following permission levels: Verifier, Approver, and Payer can view and participate in chats. If others attempt to access the chat, they will receive an error message stating, 'You don’t have valid permission to view the chat. '