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Show where the error "The total percent distributed must equal 100%." is.
I lot of my colleagues have had issues with the " The total percent distributed must equal 100%." error when they try to submit an invoice request. Blackbaud does not show them where the error is occurring. When this error occurs, I have them make...1 No Status
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Allow Managers to edit the Description of an Expense sent to them
Wondering if we can allow a manager to edit the description of an expense that is coded by our finance team and sent to them. That way they can put in their own personal description for their expenses. Right now this is greyed out on their end.0 No Status
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Detail Description to Go With Invoice from Exp Mgmt to Payables
When someone enters a detailed description of an expense (either in Credit Card Transactions or Invoice Requests) under Expense Detail/Purpose - have that description follow the invoice into the Payable side and appear under Notes. Quite often the...2 No Status
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Generate reports in Expense Management
Allow reports to be generated from expense management that shows the status of invoices. For one thing, it will help will accrual data/summary and other analysis. As it is now invoices submitted are "lost in cyber space" until approved. They are r...1 No Status
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Negative charges in expense management
It would be helpful to add negative charges in expenses management, because sometimes people have returns or what not on their credit card statement that appears as a negative charge and there is currently no way to enter that.1 No Status
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Allow Expense Management Users to see both submitted and approved charges once they are completed
It would be super helpful if the expense management user could go into their blackbaud profile and see all of the invoices they have submitted and have approved (along with the invoice attachments). I believe at the moment they can only see the in...0 No Status
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Flag Duplicate Invoices in Expense Management
Duplicate invoices are not flagged when entered into Expense Management. It would be beneficial to have duplicates flagged as individuals enter and approve invoices in expense management. Right now, this is only possible when entering invoices in ...0 No Status
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Bring back the document previewer in Expense Management & Payables
Since the AP update when you go to look at the back up on an invoice request or or credit card submission you have to download every single attachment to be able to view it. This makes approving cumbersome and take much longer than the old preview...2 Needs review
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Allow users to recall In Progress invoice requests in Expense Management
Users should be able to recall invoice requests that are In Process. A user might need to make a change to or delete an invoice request for what ever reason and such a change should not require that the contact an approver up the chain of command ...0 No Status
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Giving the Approvers of an invoice request the ability to edit/add to the description line and to the expense detail/purpose section
We use expense management for all our invoices. We centrally enter invoices and then send out for approval. We don't always have the information for an accurate description or purpose so it would be nice if the approver can edit it.1 Needs review