Deletion of line items resolves orphaned workflow item
In situations where there are workflow line approvals and the corresponding transactions are deleted, this orphans the workflow line in it's current state and prevents the header workflow status updating to an Approved status when all the other lines are Approved. We have this occurring in expe...
Category: Workflow (80)
Ability to Remove multiple expense report lines from an expense report
Where there is an Expense report delegate and Workflow item is Rejected, have the Work item directed to Delegate instead of user
We have multiple users that have delegates assigned to create, submit and manage their expense reports. Current workflow functionality returns rejected line items to the actual user as opposed to the user's delegate. We believe it would make sense to have the option for the rejection to be return...
Category: Expense management (140)
Upon Invoicing multiple PO's on an invoice, have reversal of Purchase accrual reverse each PO on a separate line
Currently, when an invoice that correspond to multiple PO's is posted, the combined value of the multiple PO receipts are reversed from the Purchase, accrual in a single line in the General Ledger (G/L). Example: Invoice 123 paying PO001 for $ 500 and PO002 for $ 1000 DR Purchase, accrual ...
Category: Accounts Payable (272)
On the Matched transactions screen, have a field that indicates which Match rule was used to generate the match
It would be helpful to have a field that displays the Matching rule that was used to generate the matching transaction. This would help with identifying the applicable transactions that applied and validate/troubleshoot rule parameters.
Category: Cash and bank management (237)