Expense Management | Financial Edge Ideas

10 Vote

Add email reminders for invoice approvals

In user settings, there is the ability to set notification emails to "immediately" for invoice approvers, but there is nothing to let us set up reminder emails. If an approver does not take action on the invoice, an automatic reminder every two da...

Created 9 Mar 02:50pm by Guest

Expense Management

0 No Status
4 Vote

Enable Self-Approval for Credit Cards AND/OR Invoices in Financial Edge NXT

It would be nice if we could add self-approval for Credit Cards and Invoices independently. Currently, it's both or neither; but our business office would like to see if we can enable Self-Approvals for Credit Cards, and still require all Invoices...

Created 6 Feb 07:54pm by Guest

Expense Management

0 No Status
4 Vote

Make email subject line for Expense Management approval routing editable

I would like to be able to include the word "Confidential" in the subject line of our approval flow emails for invoices uploaded via Expense Management. We are a governmental entity, and all of these emails are ending up on our Public Viewing emai...

Created 30 Jan 02:19pm by Guest

Expense Management

0 No Status
1 Vote

Allow using an Account Distribution for an Expense Category

When creating an Expense Category, the only Transaction Distribution that is available is a Project Distribution. I can't see why Account Distribution is not an option. It should be similar to when adding an Invoice in the Payable module.

Created 24 Jan 06:39pm by Kristy Soular

Expense Management

0 No Status
12 Vote

Remove "Distributions Hidden" toggle button in Expense Management

This new toggle button, allowing people to turn off the field that shows the account number in an invoice/credit card charge they are submitting or approving is SO confusing and unnecessary. Why would someone not need to see the account number? Th...

Created 11 Jan 01:45pm by Courtney Garcia

Expense Management

2 No Status
16 Vote

Bring back viewing receipts in Expense Mgmt

It was a real time saver being able to view receipts without downloading and now you have to cleanup all the downloaded files

Created 31 Oct 11:47pm by Guest

Expense Management

0 Needs review
2 Vote

Approval Order/Approval Teams

I want to be able to specify an approval order. First approver always approves. Second approver only approves if first approves. etc. Also, I would like to send an approval as a "group assignment". That is, send the approval to a group and allow a...

Created 13 Oct 08:55pm by JEFF NIEMAND

Expense Management

1 Needs review
4 Vote

Expense module please make the notes section carry through to AP

we need the notes and details to carry through to AP. the description field isn't long enough.

Created 10 Oct 04:45pm by Guest

Expense Management

0 Needs review
109 Vote

Create Admin portal for Expense Management that shows approval, approvers, etc

Added as a continuation from https://financialedge.ideas.aha.io/ideas/FENXT-I-853 Create an admin portal that allow users with security rights to view all submitted invoice requests in Expense Management. This would give the user insight into what...

Created 7 Oct 09:22pm by Jennipher Noble

Expense Management

24 Needs review
1 Vote

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?

Created 22 Sep 02:39pm by Catherine Youmans Robertson

Expense Management

0 Needs review