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Allow a default approval rule for Expense Management to be specified at the Project level.
Allowing a default approval rule to be set at the Project level instead of the dropdown in Expense Management prevents user error when choosing the correct approval route. This could also be expanded to allow approvals per Expense Category or line...0 Needs review
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Add the ability to post Expense Management credit card (credits) in NXT.
Currently when using NXT, in order to close the financials, we must post from multiple locations in Database as well as the posting in NXT. This cause a problem if one is missed and we distribute financials to the board of directors. Once approved...0 Needs review
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Create approval rules based on GL accounts
The approval rules would not be selected by the individual submitting an invoice request, but would automatically be routed based on the GL account (fund, department or project)1 Needs review
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Expense Category Settings - two accounts
It would be useful to have multiple accounts listed under an expense category, so the user can select the appropriate account for their expense. Currently I have to make one account the default then tell the employees to change the last two digits...0 Needs review
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Allow using an Account Distribution for an Expense Category
When creating an Expense Category, the only Transaction Distribution that is available is a Project Distribution. I can't see why Account Distribution is not an option. It should be similar to when adding an Invoice in the Payable module.0 No Status
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Show the Invoice Request Number in FE NXT Expense Management
In WebPortal there is a Request Number that shows in one of the columns that allows a user to easily communicate an invoice with our VP of Finance. That doesn't appear in Expense Management in FE NXT.0 Needs review
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Expense Details save to Invoice
Cardholders type out the details of the purchase in the "Expense Details/Purpose" box, however that info disappears once the charge is recorded. Is there a way for that info to be save to the Invoice that EM creates when the charge is recorded?0 Needs review
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Customize fields on Invoice Request
This would be useful for organizations that have multiple LOB's. The ivoice could have dropdowns to make entry more efficient.1 Needs review
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Display Vendor ID for Invoice Approvers
When approving invoices in Expense Management, it would be good to see the Vendor ID. Some vendors have different accounts for different purposes, even though the name is the same. There is no way to know if the submitter chose the right account w...0 Needs review
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Add Approval Rule & Account selected by user for a submitted but not yet recorded charge to display in reports.
This would be useful in the monthly reports we send to managers listing the status of outstanding transactions. This would enable them to understand what budget that expense is covered by so they know if they need to follow up with the user to sub...0 Needs review