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The Co‑workers lookup used for guest expenses includes all worker records, including terminated or inactive employees. The lookup does not respect employment end date, worker status, or active user status.

This results in long and confusing coworker lists for end users and increases the risk of selecting incorrect or inactive employees when submitting guest expenses.


Proposed solution

Introduce standard filtering on the Co‑workers lookup in Expense Management so that only active employees are shown by default.

Suggested logic:

  • Worker status = Active
  • Employment end date ≥ today


STATUS DETAILS
New