Not requiring a vendor name or invoice ID in FEnxt's credit card activity module, and requiring an attachment when recording a transaction.
It would eliminate the production of 100s of vendors in the database. Credit Card holders in our organization should not have the ability to manipulate or enter this type of data into FE. The invoice ID also just seems unnecessary for our credit card holders to have to provide. Maybe this means allowing the accounting staff to enter this information first, leaving the rest for the card holder to enter. Then requiring an attachment to be added to the record before the card holder can submit the transaction so that it doesn't get forgotten.
-
Guest
- Oct 10 2019
- Already exists
Related ideas
Hello, the one employee we have testing out submitting their credit card charges through FEnxt so far has been doing it through Payables > Credit Card Activity. Good to know! I didn't realize it could be done through the Expense Management tab, even though I knew it was related to that function. Thank you!
Hi Lauren, I saw that your organization should have access to Expense Management - is this how your cardholders are submitting their charges? If so, when submitting through Expense Management (as opposed to Payables > Credit Card Activity) the Vendor is not a required field and the Invoice Number field is auto-generated for them.
Using this point of access for your cardholders, allows users in the accounting office control over what Vendors those charges should be mapped to (assuming it was not already defined by the cardholder). The break down of the Vendors can then be as granular or as broad as you like.