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Restrict Expense Categories and Vendors that a given user can see
By default, every user is able to see all Expense Categories and Vendors that have been created. If each user will only ever need to use one or two of these accounts or vendors, why should they be given access to the rest? It will only cause confu...5 Needs review
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Retain "Expense Details/Purpose" with the Invoice Record
When submitting an invoice or check request in Expense Management, there is a box for "Expense Details/Purpose" which gives info to the approvers. But then it's gone forever. It would help much to retain this as part of the invoice record. There a...1 Needs review
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Do not let users in Expense Management enter an invoice date that is not in an open fiscal period
When users go into Expense Management to submit an invoice, they are currently able to choose an invoice date that is not in an open fiscal period. So that by the time the final approval happens, it has to be rejected because it will not be able t...1 No Status
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Enable Automatic Refresh for Credit Card Transactions
Please automatically refresh credit card feeds so that Expense Management users have transactions waiting for their review. Right now when they login there is nothing showing them they need to refresh their feed until they click on "work with my c...0 No Status
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Add credit memos to the expense workflow process
Adding credit memos to the expense workflow approval process0 No Status
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Need reporting on approval rules and their contents.
This would be helpful in maintaining access and security for the expense management system. Need to be able to report on the users included in approval rules; add the users and approval rules names to query fields. I see there are also ideas on gl...2 Needs review
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Duplicate Invoice Requests
In database view, we get some notifications, usually if the invoices have the same amount plus same date. At the very least, since we enter invoices from the vendor record, we're able to see the recent history for invoices that were entered and be...0 No Status
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Add Email Notification for New Credit Card Transactions in Expense Management
Please add an option for users to receive an email when they have a new charge ready for review. There are email notifications for final approval, charge rejected or charge needing approval. There is no way for users to know that they have a charg... -
Expense Module GL Account Descriptions for Approvers
When using NXT expense module for Pcards, the end user can type the GL name and the account code come ups. The challenge is for approvers. When an approver is reviewing an expense, if the approver does not know the GL account description name, the...4 Planned
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Add option to apply credit memos in Expense Management
Right now, in Expense Management, it automatically applies any credit memos that are not used up for a vendor. It would be helpful for there to be an option to not apply any credit memos when submitting an invoice request.0 No Status