Expense Management | Financial Edge Ideas

Export user settings from Expense module

It would be really useful to be able to export user settings showing the approval rules, etc from the expense management module. When we have a restructure in our organization, it would be nice to be able to easily figure out whose rules and GL de...

Created 30 Jun 09:45pm by Tara Chappell

Expense Management

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4 Vote

Close only specific module instead of the whole system when closing the fiscal period. There are module that are still needed to be open while other module should be closed

Management Expense should be closed right after the end of the month, however there are other entries that need to still be open while finalizing, reviewing and approving other entries.

Created 10 Jun 07:20pm by Guest

Expense Management

0 No Status

2 Vote

Ability to add additional account to approval group

When we first set up Expense Management, we had to create groups in Database View using queries to limit the accounts that a group was authorized to use. The ability to edit those groups is no longer available in DB View. There is no where to edit...

Created 10 Jun 06:59pm by Kirstin McDonald

Expense Management

0 No Status

0 Vote

Option to choose computer check or bank draft and bank account when entering web-invoice

Please consider adding the following options when entering web-invoices. It would be so much more efficient when entering a web-invoice to be able to select whether you want it paid via computer check or bank draft and to be able to select which b...

Created 15 May 03:03pm by Guest

Expense Management

0 No Status

6 Vote

Report to see all invoices that are submitted or in process in the expense management module

No description provided

Created 11 Mar 06:22pm by Guest

Expense Management

0 No Status

8 Vote

Clean up legacy users in Expense Management

Provide a way to inactivate or delete leftover legacy users from database view that are listed in Expense Management User Settings that never had a BBID. I was hoping that Blackbaud would have automatically taken care of this when webview user man...

Created 5 Mar 04:21pm by Edward Leiter

Expense Management

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Export user settings from Expense module

Close only specific module instead of the whole system when closing the fiscal period. There are module that are still needed to be open while other module should be closed

Ability to add additional account to approval group

Option to choose computer check or bank draft and bank account when entering web-invoice

Remove Blackbaud Purchase Cards Advertisement from Expense Management module.

Manage Rejected Transactions as Admin

Fix NXT to include features from Database

Expense Management - All Invoice Requests Tile

Report to see all invoices that are submitted or in process in the expense management module

Clean up legacy users in Expense Management

Filter by status

Filter by category

Identify yourself with your email address

Export user settings from Expense module

Close only specific module instead of the whole system when closing the fiscal period. There are module that are still needed to be open while other module should be closed

Ability to add additional account to approval group

Option to choose computer check or bank draft and bank account when entering web-invoice

Remove Blackbaud Purchase Cards Advertisement from Expense Management module.

Manage Rejected Transactions as Admin

Fix NXT to include features from Database

Expense Management - All Invoice Requests Tile

Report to see all invoices that are submitted or in process in the expense management module

Clean up legacy users in Expense Management