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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
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Allowing Halves in Expense Module
We have created expense categories within the expense module to help with expense calculations being quicker. However, a few of our set rates will occasionally need the quantity to include a half. For example, we may need to enter a quantity as 1....0 Needs review
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Ability for rejected invoice request to bypass previous approvals
If an invoice request needs minor correction(s) but not total rejection, allow it to be pushed back to the submitter for edits without requiring resubmission through the approval rule.0 Needs review
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Allow for Transaction Code security per user.
Add the ability to specify which transaction codes within a specific table can be viewed by a user. This will assist in preventing errors in data entry. -
List Account Combo Name in EM Approval Window
When reviewing invoice requests, it would be very helpful to see the account combo name so that it could be quickly verified by applicable approvers. Without the descriptions, some times we have to refer to electronic or paper guides to ensure the...0 Needs review