In Expense Management, allow users to assign GL Account numbers directly without having to use Expense categories.

Expense management forces companies to create and maintain "Expense Categories" so users can select them instead of selecting the actual GL Account numbers that are already created and maintained. Give companies the option to choose whether they want to use GL Account numbers or Expense Categories in the Expense management system. 

Our users (employees seeking reimbursement or that have credit cards) are expected to know their GL Account numbers and their budgets.  We should not be forced to maintain a entirely separate list of expense categories when the GL account numbers already exist and users know how to use them.

  • Anne Craige
  • May 1 2019
  • Needs review
Expense Management
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  • Guest commented
    May 22, 2023 20:52

    Yes please allow us to disable this feature. We got around it by making only one expense category called "credit card purchases" but it is not necessary to have this feature. Just allow users to turn this off and then you can have the best of both worlds.

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  • Jennifer Kurtz commented
    January 13, 2022 08:47

    THIS! There are too many combinations of account number/project/grant to try to encompass all possible transactions. Especially as using this for approvals of all invoices, not just credit cards.

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  • Anne Craige commented
    October 19, 2021 18:09

    Hello - I see a comment from Julia Petit below regarding giving some feedback. I don't remember receiving anything from her on that so I never had that chance to provide that feedback. The link no longer works. Is there someone I can talk to about this and provide some feedback on this? Thank you!


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  • Lisa Ackendorf commented
    March 01, 2021 23:30

    Absolutely! I want to set up expense management for our company but the use of expense categories is making me re-think it. We use Purchase Orders through WebPortal. It would be much better if we could just set up users with a drop down of the GL account codes they are approved to use instead of expense categories.

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  • Nate Adams commented
    September 17, 2019 19:53

    I agree, this would have saved me some work from the outset. On the other hand, since I can set up an Expense category to automatically have a project number, it is useful for users who might forget to enter a project code by accident. It would be nice to choose between the two systems.

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  • Guest commented
    September 11, 2019 17:34

    AMEN!  Expense categories totally create another layer of system fields that have to be maintained.  Our users are also expected to know their GL codes.

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  • Julia Petit commented
    May 01, 2019 15:33

    Hi Anne,  thanks so much for this feedback.  We're currently researching this and have a few ideas that we need customers' feedback on.  If you'd be open to a quick chat, I have some times posted here.  Just note "Expense Categories" at the time of sign up :)

    Thanks!

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