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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.0 Needs review
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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 ...0 No Status
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Bring Back Distributions to the Screen for Expense Management
We now have to click "Edit Distributions" in order to update fields which regularly change across departments (particularly related to contracts). This is slow, and results in human error for the less savvy users (they won't click that link to get...2 Needs review
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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.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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Chat function within the expense management.
It would be very useful to have a chat function attached to an expense for communication about that expense when that expense is rejected. Sometimes a rejection only needs additional notes and it would help communication within my organization abo...0 No Status
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Do not allow an invoice number to be entered more than once in Expense Management
If the Expense Management module is advertised as being able to act as an AP module with approval routing capabilities, then the "invoice number" field should not accept duplicate invoice numbers for each vendor.10 Already exists
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Add Budget Checker interface to the Expense Category distribution when creating and approving an invoice request.
In WebPortal's WebInvoice you can check the remaining budget in an account when creating an invoice. This same feature should exist in Expense Manager when creating an invoice request. The Approver should be able to see this as well.3 Needs review
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Expense Management Weekly Approval Date - Please allow choice of day
We are running our credit card expenses in expense management and I love the ability for Blackbuad to send the users a reminder to approve the requests. Unfortunately, the defaults (Monday & the 1st of the month) do not work well for our organ...0 Needs review
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Bulk Invoice Approval in Expense Management
It would save time for approvers to be able to do bulk approvals.0 No Status