Allow staff member to see Payment Method when entering invoices via Expense Management

It is our goal to have all our vendors be paid by ACH. If the staff person who is entering an invoice in Expense Management could see what the payment method is, they could work directly with the vendor immediately (since they just received the invoice for their purchase) to obtain ACH information from the vendor. Currently, the employee has to contact me each time they are adding invoices if they haven't personally worked with the vendor before just to check their payment method.

  • Mike Zumbaugh
  • Jul 14 2023
  • No Status
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