Allow bank account to be entered in expense management for check payment

Allow the staff to enter a bank account that their invoice request should be paid from in expense management. If you enter an invoice directly through payables, there's a "Paid from" dropdown which allows you to choose a bank account. However, there's no such thing in expense management, so we had to create an attribute called Bank Account, which gives it a bank account tag, but accounting staff still needs to enter the bank account after the process is done.

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  • May 23 2024
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  • Becky Sappington commented
    November 06, 2025 15:18

    The finance team at St. Marcus 100% agrees with this request. We are using expense management so that there is workflow and approvals in place, but then this causes issues on the back end when we go to print checks because the bank account wasn't assigned up front.