User Profile

One to one relationship between Expense report and Travel Requistion


At present there is a one to one relationship between Expense reports and Travel Requisition however, this limits an Expense report to "one trip". The reality is for a lot of employees are travelling multiple trips in a month and will be submitting expenses relating to one or more trips at the s...

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Category: Expense Management (224)

STATUS DETAILS
Needs Votes

Expense Management - number of guests


At present Expense Management allows the entry of guests in entertainment and other related expense types. In Australia, for tax purposes, the actual information required is the number of Guests, internal versus external only thus the requirement to enter the names of Guests means this feature d...

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Category: Expense Management (224)

STATUS DETAILS
Needs Votes

Sales Tax Group and Sales Tax Item Groups provide the ability to make inactive


There is no ability to make a sales tax group or item group inactive. When trying to optimize the sales tax setup over time particularly in the US or in a customer with operations in multiple countries within a single legal entity, it would be beneficial to be able to make a GST group or item gr...

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Category: Tax (373)

STATUS DETAILS
Needs Votes

Expense categories applicable to travel requisition


At present, all expense categories are available with the travel requisition form to requisition travel. The reality of expense categories are they are typically a mixture of both indirect procurement i.e. stationary and pure travel categories i.e. flights, taxis, accommodation etc. This idea i...

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Category: Expense Management (224)

STATUS DETAILS
Needs Votes

Email notifications grouped


Email notifications for things like approvals are sent for every workflow item even if the "grouped" user option is checked. The impact of this is if workflow approvals are completed at the line level for Expenses for example, a notification is sent for every line of the Expense Report.

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Category: Workflow (141)

STATUS DETAILS
Needs Votes

Ledger settlement requires rounding


Ledger settlement allows credit and debits to be matched off one another. With multi-currency and other factors, sometimes this means the CR and DR will not exactly match therefore, in a similar way to Accounts Receivable, there should be an ability by settlement account to have a rounding diffe...

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Category: General Ledger (402)

STATUS DETAILS
Declined

Expense Management workflow needs request change


Expense management workflows do not have request change option. This is a major drawback particularly for credit card transaction but overall it is a major issue. For credit card transactions this means if the person responsible for approval does not believe the workflow originator has assigne...

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Category: Expense Management (224)

STATUS DETAILS
Needs Votes

Default category code for credit card import


As part of importing credit card transactions, the system defaults a category into the credit card transaction when its imported into an expense report if there is no category mapped to the merchant code of the transaction. There are a couple of challenges with this approach: - There is no way ...

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3 Comments

Category: Expense Management (224)

STATUS DETAILS
Needs Votes

Warning when period is being closed unposted transactions exist


At present, when the General Ledger period is closed, there could be transactions (General Ledger journals as example) which are not posted in the system with an accounting or transaction date which applied to the period to be closed. When the period is being closed, there is no warning these t...

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Category: General Ledger (402)

STATUS DETAILS
Needs Votes

Add workflow to Fixed Asset disposal


Disposal of a Fixed Asset either by scrap or sale is a big decision and can have a material impact on business if the asset is not disposed at the correct value or ensuring it cannot be put to productive use. The proposed new feature is to have a workflow approval associated with the disposal of...

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Category: Fixed assets (206)

STATUS DETAILS
Needs Votes
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