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Adjust 1099 Status in Expense Management
When submitting invoices, A/P allows the 1099 status to be set, but Expense Management does not. This is needed for some vendors. (A guest speaker's honorarium goes on 1099. A check for his travel expenses does not.) It would be good to have this ...1 Needs review
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Allow user to delete rejected invoice requests
Please add functionality that allows the submitter to delete a rejected invoice in expense management. Otherwise that invoice sit indefinitely.5 Already exists
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Adding Custom Fields to Credit Card Submissions in Expense Management
You can add custom fields on an invoice request but you can't add it on credit card charge submissions which makes it difficult to keep continuity across all expenses.0 Needs review
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Use the Distribution Date for the GL and AP Posting Date!
We just went live with Expense Management and were surprised to find that the Date in the Distribution area of Expense Management is NOT the Post Date in Accounts Payable and GL, but rather the Invoice Date in EM is being used to determine the AP ...1 Needs review
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Credit Card Reports & Mass Post
We would like a report that my Accounting Manager can run to review all of the credit card charges that were entered by the team/credit card holder using Expense Management so that she can check the coding. She is manually reviewing each charge on...0 Needs review
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Export the expense categories list
It will be helpful to be able to export the expense categories list from expense management settings-expense categories or be able to pull a report which would show current active expense categories alone with GL account codes for further distribu...1 No Status
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Being able to keep request approvals once they have been approved
This would be a useful way for us to keep track of the things we have sent. The way it is now, once we approve an invoice it disappears and we can't go back to review it or see even where it is in the process.0 Needs review
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Display Vendor Alias in Expense Mgmt Screens
We have common vendors (like AT&T) that have separate accounts for each location. In Database we use aliases to pick the correct AT&T account. In the Expense Mgmt Screens, vendor alias does not show up, so it is difficult when entering bil... -
Add self approval as an option within an approval rule
Requesting that self approval be added as an option to approval rules for expense management so that a team of staff can be set up with the same approval rule that allows each of them to self approve invoice requests under a certain amount, but th...0 Needs review
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the my invoice request tile is confusing
It shows "open/approved/rejected" but when an invoice is submitted but not yet approved it is not counted in any of these categories. We thought it would be in open, but that just means the invoice has not been submitted. Seems like poor wording t...0 No Status