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Adding financial tags to the expense report experience (similar to Accounts Payable) would allow us to post valuable data to the General Ledger that is not possible today.

STATUS DETAILS
New

Comments

D

Use case: We have multiple users attending many different training or conference events. We like to see what the "actual spend" was for the various transactions that may have been posted through the GL, AP and EXPENSE REPORTS. We would like to create a Financial Tag called "Event" as a custom list. We would maintain that custom list. Users could then select that Event as a Financial Tag on the Expense Report, AP or GL - and we would have a "full accounting" of charges to that event. Project, and activities are an alternative in this use case, but we think the Financial Tag experience would provide additional benefits.

Category: Expense Management