Retain "Expense Details/Purpose" with the Invoice Record

When submitting an invoice or check request in Expense Management, there is a box for "Expense Details/Purpose" which gives info to the approvers. But then it's gone forever. It would help much to retain this as part of the invoice record. There are many times we need to refer to those details later.

  • Chuck Jonas
  • Jul 22 2022
  • Needs review
Expense Management
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  • Kimberly Lopez commented
    May 10, 2023 16:29

    Blackbaud, please review this idea! It makes no sense to have that box if it will delete later on. Our team members are confused, and it's difficult to explain to them that they cannot use that box and have to attach a separate document in place of it so we can retain those details.

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