Expense Management - Expense detail/purpose Section

Kimberly Lopez

I'm hoping this is something Blackbaud can fix, but I was wondering if anyone else had solutions or better workaround ideas.

For invoice requests in expense management, I am confused to why the “Expense detail/purpose” box does not save with the invoice once it makes its way out the expense management module. When we review requests to approve for payment afterwards, we don't have the details we need from there to see why these expenses are being submitted. What's the point of that section then?

Our solution is to ask people to submit a separate PDF/word document explaining the purpose, but that seems silly when there is an entire box designated for that. Is this something Blackbaud will eventually fix or are there just other ways of doing this? This is mostly important for our auditors who need those details to be saved for documentation.

Karen Edwards

@Kimberly Lopez I agree. It would be great if the notes on web portal requisitions carried over as well to the invoice. It is a pain to have to go back to the req to see comments, etc.

Richard Neal

@Kimberly Lopez
Thank you for asking the questions. I'm following as well. Hopefully Blackbaud will have a fix?

Richard Neal

@Kimberly Lopez - Following up to see if you've had any response about this?

Lisa Olscamp

@Kimberly Lopez I would also like to know why the attachments do not show up the same in AP as attachments uploaded directly into AP do. We filter for approving invoices based on attachments and these fall out because of that.