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Add credit column to expense request screen
The invoice request screen should include the option to enter credits as well as debits. Or at the very least, allow for negative amounts to be entered in the debit column. Vendors do not always submit separate credit memos for items but include t...0 No Status
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Removing the Are you sure you want to leave? message
The message: "Are you sure you want to leave? Any info you entered won't be saved." This happens after I've submitted an invoice request for approval and am adding a new request. Are there any options to disable this feature or remove it completely?0 No Status
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Add the ability to enable/disable self-approval under Business Rules in Expense Management
Currently, if you have access to self-approve invoice requests then the approval rule defaults to that even when you choose to copy a previous invoice. This is a huge inconvenience when you have a large variety of vendors that go to different appr...2 No Status
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Limited Expense Categories for users
We need to be able to limit expense categories, per user, in expense management. This would improve user access, as many of these individuals only purchase for their division and do not need unnecessary options when classifying charges.0 No Status
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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...0 No Status
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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.0 No Status
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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...0 No Status
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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...0 No Status
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Remove Blackbaud Purchase Cards Advertisement from Expense Management module.
This is an advertisement and it's confusing for users who are requesting reimbursement.0 No Status
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Manage Rejected Transactions as Admin
There has been several occasions where I have went to check on the status of certain invoices or credit card transactions, and come to discover that the transaction has been 'Rejected'. With this status, only the requesting user can make the appro...0 No Status