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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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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
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Expense Management - edit access ability for Business/Accounting Office users
Non business/accounting office users can make small mistakes/typos when entering invoices in Expense Management. To avoid the frustration and confusion of rejecting an invoice due a typo on an invoice #, date or amount, it would be much more effic...0 No Status
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Approval By Person "A" OR Person "B"
It would be great to have the ability to set approval rules to be assigned to more than one person. So that, it can be approved by one person OR another person when multiple people have the authority for approval.3 Future consideration
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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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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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Make pending expense management requests visible before they are approved
The AP person needs to be able to see pending expense management requests so they do not become overdue because the approver did not act on the approval request. Right now, only the submitter and the approver can see a pending request. It should b...2 Needs review
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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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ability to resend approval notifications
It would be great, as an accounting team user, to resend approval notifications to remind other users to approve an expense. Even better would be for the system to automatically send a reminder every 24 hours until approved.1 Needs review
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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