Expense Module - Distribution Display

Taylor Gagne

Hi all,

Does anyone know a way to make it where distributions are always displayed instead of them defaulting to hidden? We are in the process of rolling out expense management to different employees, and the distributions being hidden adds an additional step for new users to have to learn.

TIA

Kevin Brazell

Hey Taylor,

In my testing, the button in my database stays the way I had it the last time. So if I leave it as Distributions displayed, it stays that way on a new invoice request. And the same is true for hiding it. If I had to hide distributions ( with the new update, having more than 20 expense categories), then when I make a new one, it starts of hidden. I'd check with your users, and see what is the status of the button when they are submitting an invoice request, just to confirm if yours performs like my database.

Taylor Gagne

Okay, I can start to do that in the initial training and see if that fixes the issue. However, is there a way to default it to where distributions are showing and they can toggle them off? Additionally, the dropdown menus for the transaction codes have also gone away and you have to type to get any items to appear. Hoping there is a way to get those back as well.

Really setting back our organizational goals in rolling out this module on a larger scale to become more efficient.

Susan Ferraro

We are finding that when this new toggle feature was rolled out, it defaulted to the off position. The problem is that, when working with credit card charges users receive an error message that a primary code is required when they hit submit if that toggle is off. Our guess is that there is a glitch in this toggle tool that when it is turned off, on the credit card side of payables, it won't auto fill the whole code when a user selects an expense category. I'm kind of confused about the purpose of the toggle switch then if you can't use it on the off position. We are about to test it in the Invoice Request side of Payables.