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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
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Recent updates in Expense Mgmt are resulting in lots of bugs. Please fix!
A recent update to Expense Management is causing lots of bugs. Often times I just get "spinning" of my "thinking cursor" when I am trying to approve invoices. Also, selecting an Expense Category requires 200% more key-strokes than it used to and i...0 Needs review
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Establish an approval pathway for personal charges to P Card when there is no other accounting staff
Currently, when a P Card (or other credit card) charge is marked Personal by the user, they can enter a note, then the transaction is routed to the Credit Card Activity screen for a higher-level user to process. At that point, distribution, receip...1 Needs review
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Indicate Card Holder and Designee on CC Approval
My CEO uses her admin to submit her CC charges. When it routes to the Board Chair to approve, it looks like it is the admin's charges and not the CEO. Need to indicate that it is the Admin submitting on behalf of the CEO.0 Needs review
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Return Full Invoice Request List
In the latest updates to NXT, we are no longer able to see the full list of invoice requests that need to be approved. It only shows about 5, and then you need to click a button to see more. If you have a lot of outstanding invoice requests, you n...0 Needs review
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Display the checking account that an invoice is being paid out of while reviewing your "Invoice Request Approvals"
We have several checking accounts that we utilize to pay bills based on the location and function of the goods being purchased. It would be extremely helpful to have the bank account that an invoice is being paid out of displayed when approving an...0 Needs review
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Out of Office
Add an option to forward invoice approval to someone else while you are out of the office. This could be done in Web Invoicing. Without the out of office option, invoices will sit waiting for approval while staff are on vacation or away at training.1 Already exists