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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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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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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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ADD CREDIT CARD PORTAL
We have been trying to get Farm Bureau Bank's credit card portal added to the Yodlee feed for over three years now. Please get this completed.0 No Status
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Add the ability to separate the 'invoice date', from the 'post date'.
Currently, the invoice date that users enter within Expense Management defaults to also be the post date. It would be ideal if there were business rules that could allow that post date to default to be the current date, or end of month, rather tha...11 Needs review
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In Expense Management, allow users to assign GL Account numbers directly without having to use Expense categories.
Expense management forces companies to create and maintain "Expense Categories" so users can select them instead of selecting the actual GL Account numbers that are already created and maintained. Give companies the option to choose whether they w...8 Needs review
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Create an app that users can use on their phone for Expense Managment
I know that users can access the website on their phone but it would be so much easier if there was an app they could use instead to submit their credit card and invoice transactions.3 Needs review
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Remove text below custom fields date box
In the last week or so, in the custom fields portion of expense management, the system is now adding the following text one line below every Date text box, "Use the format MM/DD/YYYY." This text being below every line in custom fields means that t...2 No Status
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Add comment field for Approvers in Expense Management
The initial submitter of an invoice has the ability to add additional comments in the "Expense detail/purpose" field. However, sometimes they don't put enough of an explanation. As their supervisor is approving the invoice, it would be great to al...1 No Status
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Allow approvers to see past invoice requests
At times we have approvers who need to see past invoices that they have approved. This usually happens if they are questioning if a payment request is a duplicate or not. What would be nice to see in Filters, under History is the option to also f...2 Needs review