[IMP] Expenses: Updating approve expenses

content/applications/finance/expenses/approve_expenses.rst

@@ -2,27 +2,28 @@
 Approve expenses
 ================
 
-In Odoo, not just anyone can approve expense reports, only users with the necessary rights (or
-permissions) can. This means that a user **must** have at least *Team Approver* rights for the
-*Expenses* app. Employees with the necessary rights can review expense reports, approve or reject
-them, and provide feedback thanks to the integrated communication tool.
+In Odoo, most users cannot approve expense reports; only users with the necessary access rights or
+permissions can. This means that a user **must** have at least *Team Approver* rights for the
+**Expenses** app. Employees with the necessary rights can review expense reports, approve or refuse
+them, and provide feedback with an integrated :ref:`Refuse Expense <expenses/refuse-report>`
+communication tool.
 
 Please refer to the :doc:`access rights documentation </applications/general/users>` to learn more
 about managing users and their access rights.
 
 View expense reports
 ====================
 
-Users who are able to approve expense reports, typically managers, can easily view all expense
-reports they have access rights to. Go to :menuselection:`Expenses app --> Expense Reports`, to view
-the :guilabel:`All Reports` dashboard.
+Users who are able to approve expense reports (typically managers) have an :guilabel:`Expense
+Reports` main navigation button at the top of the **Expenses** app. This allows managers to view all
+expense reports they have access rights for. Navigate to :menuselection:`Expenses app --> Expense
+Reports`, to view the :guilabel:`All Reports` dashboard.
 
 A list of all expense reports with a status of either :guilabel:`To Submit`, :guilabel:`Submitted`,
 :guilabel:`Approved`, :guilabel:`Posted`, or :guilabel:`Done` appears. Expense reports with a status
 of :guilabel:`Refused` are hidden, by default.
 
 .. image:: approve_expenses/expense-reports-list.png
-   :align: center
    :alt: Reports to validate are found on the Reports to Approve page.
 
 Approve expense reports
@@ -46,12 +47,13 @@ Approve individual reports
 --------------------------
 
 To approve an individual report, navigate to :menuselection:`Expenses app --> Expense Reports`, and
-click on an individual report to view the report form.
+click on an individual report to view the detailed report form.
 
 From here, several options are presented: :guilabel:`Approve`,  :guilabel:`Refuse`, and
-:guilabel:`Reset to draft`.
+:guilabel:`Reset to draft`. Click :guilabel:`Approve` to approve the report.
 
-Click :guilabel:`Approve` to approve the report.
+   .. image:: approve_expenses/approve-individual.png
+      :alt: An individual expense report that can be approved or refused.
 
 .. _expenses/multiple:
 
@@ -65,55 +67,47 @@ the checkbox next to each report being approved, or tick the checkbox next to th
 
 Next, click the :guilabel:`Approve Report` button.
 
-.. image:: approve_expenses/approve-report.png
-   :align: center
-   :alt: Approve multiple reports by clicking the checkboxes next to each report.
+   .. image:: approve_expenses/approve-multiple.png
+      :alt: Select multiple expense reports at once.
 
 .. tip::
-   It is possible for team managers to view all the expense reports for just their team members.
+   Team managers can view all the expense reports for their team members only. While on the
+   :guilabel:`All Reports` page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the
+   right of the search bar, then click :guilabel:`My Team` in the :icon:`fa-filter`
+   :guilabel:`Filters` section. This presents all the reports for only the manager's team.
 
-   To do so, while on the :guilabel:`All Reports` page, click the :icon:`fa-caret-down`
-   :guilabel:`(down arrow)` to the right of the search bar, then click :guilabel:`My Team` in the
-   :icon:`fa-filter` :guilabel:`Filters` section.
-
-   This presents all the reports for only the manager's team.
-
-   .. image:: approve_expenses/my-team-filter.png
-      :align: center
-      :alt: Select the My Team filter.
+.. _expenses/refuse-report:
 
 Refuse expense reports
 ======================
 
 Expense reports can **only** be refused on the individual expense report, and **not** from the
 :guilabel:`All Reports` dashboard. To open an individual expense report, navigate to
 :menuselection:`Expenses app --> Expense Reports`, then click on an individual expense report to
-view the report form.
+view the detailed expense report form.
 
 If more information is needed, such as a missing receipt, communicate any necessary information
-requests in the *chatter* of the report form. On the individual expense report, click
-:guilabel:`Send message` to open a message text box.
+requests in the *chatter* of the report form. On the individual expense report, click either
+:guilabel:`Send message` or :guilabel:`Log note` to open a message text box.
 
 Type in a message, tagging the proper people, and post it to the *chatter* by clicking
-:guilabel:`Send`. The message is posted in the chatter, and the tagged people are notified, via
-email.
+:guilabel:`Send` or :guilabel:`Log`, depending on the method of communication. The message is posted
+in the chatter, and the tagged people are notified via email.
 
 .. note::
    The only people that can be tagged in a message are *followers* of the specific report. To see
-   who is a follower, click the :icon:`fa-user-o` :guilabel:`(user)` icon to display the followers
-   of the expense report.
+   who is a follower, click the :icon:`fa-user-o` :guilabel:`(Show Followers)` icon to display the
+   followers of the expense report.
 
    .. image:: approve_expenses/chatter.png
-      :align: center
       :alt: Send messages in the chatter.
 
 To refuse an expense report, click :guilabel:`Refuse`, and a :guilabel:`Refuse Expense` pop-up
-window appears. Enter a brief explanation for the refusal beneath the :guilabel:`REASON TO REFUSE
-EXPENSE` field, then click :guilabel:`Refuse`.
+window loads. Enter a brief explanation for the refusal on the :guilabel:`Reason` line, then click
+:guilabel:`Refuse`.
 
 .. image:: approve_expenses/refuse-expense.png
-   :align: center
    :alt: Send messages in the chatter.
 
 Once the expense report is refused, the status changes to :guilabel:`Refused`, and the only button
-that appears in the top-left is :guilabel:`Reset to Draft`.
+that appears is :guilabel:`Reset to Draft`.