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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
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Prevent Expense Management users to change class of transaction
Users by mistake are changing class in transaction distribution from Unrestricted to TR or PR. We would like to prevent users to change the default class of account.0 Needs review
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WebPortal - Make project field required
Since the project field is hidden in the Distribution link, it is easy for invoice request creators to miss the field leaving it blank. Making the field required (same as attachments) would avoid wasting time getting the correct project or rejecti...6 Already exists
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Fleet Management
Assistance with tracking leases/purchases - timelines and payments, odometer readings, payments to the fleet fuel credit cards, maintenance due, when the trade in is due, etc.0 Needs review
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Manage Expense, magnifying glass does not work in the fields?
Why put a magnifying icon within the field space, when a list does not pop out for Project ID, Account Code string, and Transaction Code list? Why even bother. Can BB make it work when using the magnifying glass.0 Needs review
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Allow Exp Mgmt module users to see when AP touches an invoice
Often, a company's users are only given access to what they need in BB. Perhaps just the Exp Mgmt module. Therefore, it would be helpful for users accessing solely the Exp Mgmt module to see not only the approval path, but the payment path. It wou...0 Needs review
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More than one reviewer of invoices/credit card charges per level
I have two accounts payable coordinators, but only one can be the "reviewer" of submitted credit card charges and invoices. There is an option to add more, but it only adds levels of review. I would like both to have access to the first round of r...0 Needs review