Multiple defaults per user for expense management

We have users who enter expenses for various departments. I would like for them to be able to use the expense category with ***'s, but then have multiple options with which to plug in the ***'s. Right now my best solution is to have no default distribution but rather restrict their access to all accounts in their subdepartments. 

  • Alex Zimmerman
  • Jul 19 2019
  • Needs review
Expense Management
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  • Shannon Krise commented
    22 May 18:00

    Sorry! I was trying to add my comment to a different idea, but wanted to vote for this one as well. I have a number of users who do have a single default, but then occasionally enter for a different department. I would like to have department options for them to select from instead of needing to edit the distribution or create an additional expense category using the full account number.

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  • Shannon Krise commented
    22 May 17:56

    We are just setting up Expense Management now, and running into the same issues. We really need to be able to either limit the categories the individual user has access to, or what would be even better for us, is if we could assign users to groups with specific categories available.

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