Expense Management | Financial Edge Ideas

20 Vote

Duplicate Invoice Warning in Expense Management Module. The duplicate invoice warning is available in the Financial Edge database. This would be very helpful in expense management to make sure no duplicate invoices are submitted. We want the duplicate invoice warning selected because sometimes we have to re-issue checks and we want to make sure we are still able to re-issue.

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Created 08 Mar 15:09 by Guest

Expense Management

1 Needs review

1 Vote

Allow staff member to see Payment Method when entering invoices via Expense Management

It is our goal to have all our vendors be paid by ACH. If the staff person who is entering an invoice in Expense Management could see what the payment method is, they could work directly with the vendor immediately (since they just received the in...

Created 14 Jul 13:28 by Mike Zumbaugh

Expense Management

0 No Status

2 Vote

Add credit memos to the expense workflow process

Adding credit memos to the expense workflow approval process

Created 15 Jul 19:39 by Guest

Expense Management

0 No Status

7 Vote

Allow simple math equations in the debit field when entering expenses.

For example, I have two items on an invoice that need to be assigned to the same account. It would be much easier to type '14+15' in the debit field and have it automatically calculate '29' instead of pulling out a calculator or performing mental ...

Created 05 Jul 19:34 by Kelsea York

Expense Management

0 No Status

13 Vote

Approval path viewing

It would be beneficial to see where an invoice is "stuck" on the approval path. This can be viewed by either the creator of the invoice request/expense as well as anyone with a Supervisor or proper security rights.

Created 01 Mar 16:59 by Tyler Brown

Expense Management

0 Needs review

22 Vote

Allow Expense Management Users to Export Their Credit Card Activity to Excel

It would be useful for individual card holders to export their own credit card activity into excel.

Created 06 Mar 18:53 by Nicole Sellitti

Expense Management

1 Needs review

4 Vote

Add Accounting review before creating invoice in Expense Management

Like the Credit Card charges in Expense Management, can we add a set where AP team can review the coding/dates/grants before it is put into the Payables module.

Created 23 Jan 23:54 by cheryl carlson

Expense Management

0 No Status

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Change the date in Expense Management to post date instead of submission date

WebInvoicing - duplicate notification for creator

An approver must view Invoice before approving invoice

Allow staff member to see Payment Method when entering invoices via Expense Management

Add credit memos to the expense workflow process

Allow simple math equations in the debit field when entering expenses.

Approval path viewing

Allow Expense Management Users to Export Their Credit Card Activity to Excel

Add Accounting review before creating invoice in Expense Management

Filter by status

Filter by category

Identify yourself with your email address

Change the date in Expense Management to post date instead of submission date

WebInvoicing - duplicate notification for creator

An approver must view Invoice before approving invoice

Allow staff member to see Payment Method when entering invoices via Expense Management

Add credit memos to the expense workflow process

Allow simple math equations in the debit field when entering expenses.

Approval path viewing

Allow Expense Management Users to Export Their Credit Card Activity to Excel

Add Accounting review before creating invoice in Expense Management