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Set default Fund per user instead of Account Code.
We have multiple entities within our organization that use different Funds. Because Accounts roll up to Funds, allow for the selection of only a Fund in a user's settings so the Account Code distribution set in an Expense Category can be combined ...1 Already exists
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Ability to save attachment in Expense Management as a PaperSave document
We use PaperSave to scan and save all our documentation for invoices, receipts, etc. We have to be able to provide that documentation for our audits or grantor. We are able to use PaperSaves Search feature to retrieve documentation easily by proje...0 No Status
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PROVIDE MORE ADMINISTRATOR ACCESS TO EXPENSE MANAGEMENT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
Once a charge is submitted it is effectively unreachable by an administrator. We have to be the middle man and ask non-finance users to perform functions that are beyond what a non-finance staff member should ever have to do. Why do administrators...1 Needs review
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Invoice Number Field
The invoice number field in Expense Management is not being honored as a "required field", therefore staff are submitting invoices without the invoice number being attached to the record which causes issues when attempting to look up history of pa...1 Needs review
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Expense Management: Pre-approved Invoices
With Covid 19 we are all in on on-line paperless invoices through Expense Management. There is no way to see unrecorded pre-approved invoices to let managers know they need to approve. Please add. We can see unrecorded credit cards.1 Future consideration
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Reflect invoice corrections on original request
If invoices receive final approval, but corrections are made after the approval those corrections do not reflect in the original request. This would make it easier to communicate the corrections with the submitter and prevent copying of incorrect ...0 Needs review
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Invoice Requests - Allow approval rule to be dictated by project attributes
Currently the approval rule on invoice requests is set up with a stand-alone a list of approvers to select from, controlled through Configuration > Approval Rules. It would be incredibly useful if the approval workflow could be robust enough to...0 Needs review
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Access to all pending invoice requests
It would be very helpful if an administrator has access to all pending invoice requests. When an employee submits an invoice request it goes to the next approver in line. But if that employee is on vacation or hasn't been checking their approval r...1 Needs review
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Ability to select Payment Method by Invoice in Expense Management
Electronic payments via ACH/wires is becoming more and more common. We have several vendors who we pay by ACH and check, depending on the situation. It would be helpful if the person entering the payment request could select the payment method (ch...0 Needs review
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Allow Credits
It would be useful if the entry of invoice credits or a negative debit would be allowed in Expense Management. How do you take a credit for early payment of an invoice while using Expense Management without it?0 Needs review