Expense management

Gerda Robinson

Has anyone noticed that the expense detail/purpose field does not transfer to Payables? Because this is a large box, our people do some lengthy explaining - but then it is lost when approved and moved to Payables. Is there some setting I can change for that??

Kevin Brazell

@Gerda Robinson
you're not missing anything. That field was designed to only be in EM and originally it's precursor, Web Invoicing modules. Here is a KB that talks about it :

Gerda Robinson

@Kevin Brazell
Well, then that is something that needs to change--and that should be communicated when using EM.

Kevin Brazell

@Gerda Robinson
That would make a great suggestion in the Idea Portal. I didn't see anyone has suggested that, here's the link :

Christopher Hafer

@Gerda Robinson
Hi Gerda. If you're interested, there's a post from a user named Ranjan Gajurel from a couple weeks ago titled “Sending Invoice to Department Heard for Signature”. I replied to that post with some details on other issues we've experienced with the Expense Management module. It's a little extensive, so I don't want to copy/paste here. I'm interested to know if you see similar issues when you use the module though. Let me know if you end up checking that out.

Beckie Osterman

@Gerda RobinsonYou can view this in area in database. Go to the invoice, then go to the tab labeled Invoice Request. I would much prefer to see it in FE NXT but this is how we have found it in the past.

Gerda Robinson

@Beckie Osterman
Thank you for that tip!! I always have to screenshot it before approval so its not lost forever. Knowing it exists somewhere is really helpful!!