Restrict Expense Categories and Vendors that a given user can see
By default, every user is able to see all Expense Categories and Vendors that have been created. If each user will only ever need to use one or two of these accounts or vendors, why should they be given access to the rest? It will only cause confusion and potential errors. In addition, since home addresses are attached to employee reimbursement vendor records, it's a privacy issue. If supervisors can restrict which Expense Categories and Vendors that each user can use, Expense Management will be a much more effective system.
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Nate Adams
- Sep 17 2019
- Needs review
Related ideas
I like how you can setup record security for accounts and projects controlling through attributes and query. This limits which user can see and choose which accounts and projects to work with. I would like to see this extended to which vendors a user can be allowed to work with.
We only plan to use Exp Manager for Employee Exp Reimbursements and have the same problem. We are troubled that all users - even someone that was just hired last week - can see all vendors in our Accounting system - and the home address - PII associated with it. I would think it could be changed so we can add "generic users" that when they go into NXT - it defaults to only letting them pick themselves as a vendor - or skip that step all together and not even make them choose if theyre a basic user.
As mentioned below, we only use Expense Management for reimbursements, primarily for travel. Being able to use GL accounts would be much more efficient and restricting the accounts a staff member can choose can minimize errors.
Better yet, forget expense categories and just have a list of GL accounts each user can select from. Or at least have an option to use expense categories or GL accounts by user. Restricting vendors would also be useful.
Users at our facility only use Expense Management for reimbursements. Restrictions on vendors would be much more effective.