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Get rid of Approval Rules and Use Approver Names/Emails
Currently, all users who need to submit an expense must use an approval rule. This works okay for the users. However, on the backend, managing approval rules is a nightmare for a larger organization. If a user changes positions, they now must be r...0 No Status
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Create Admin portal for Expense Management that shows approval, approvers, etc
Added as a continuation from https://financialedge.ideas.aha.io/ideas/FENXT-I-853 Create an admin portal that allow users with security rights to view all submitted invoice requests in Expense Management. This would give the user insight into what...
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Needs review
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Unsubmitted Charges Reminder
It would be useful to send automated reminders to card holders (not approvers) that have not submitted their charges or their charges are not through all of the approvals by a certain deadline or by push of a button or something. Currently, I run ...1 No Status
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Allow the ability to delete Expense Management items for terminated employees
Now that we can see ALL invoices that are currently floating around within the Expense Management system before they become live invoices, I have discovered an issue. For inactive, terminated employees, I cannot access their unsubmitted or rejecte...0 No Status
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Allow for credit entries in expense management
In AP, you can do a credit entry (debit accounts payable and credit an expense account for example; but this cannot be done in expense management. That would be useful so those entering invoice requests into expense management could enter credits ...0 No Status
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Expense Mgmt-Detail of Invoice Lost
The expense detail/purpose field doesn’t carry over to the approved saved invoice in the system, it is a requirement from the IRS for mileage reimbursement to have detailed purpose per trip but the detail is lost once the approval takes place on t...3 No Status
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Allow users to enter negative invoices or credit memos in Expense Management
We would like to allow users to add credit memos or negative amount when entering invoice requests in Expense Management. Currently, they have to have rights to add directly from the vendor record.17 Needs review
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Ability to restrict expense categories that individual users can use
In FE NXT, there is currently a work around if you restrict a user from using a specific account, then they will not be able to submit the invoice with this code. However, there needs to be a way to restrict expense category access so that they ar...0 No Status
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Eliminate Self Approval Bug
Last week someone whose security settings did not allow them to use self approval in the expense module had the option to use it, and used it. According this page in the Knowledge base: (https://kb.blackbaud.com/knowledgebase/articles/Article/1908...0 No Status
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Show where the error "The total percent distributed must equal 100%." is.
I lot of my colleagues have had issues with the " The total percent distributed must equal 100%." error when they try to submit an invoice request. Blackbaud does not show them where the error is occurring. When this error occurs, I have them make...1 No Status