Suggestion: Change wording on "New Request" page

Anthony Ursillo
Anthony Ursillo
Fifth Anniversary Participant Facilitator 1 Loyalty Badge
in Blackbaud Financial Edge NXT® General Discussions
I would love for blackbaud to change the wording on the "New Request" page because the current wording is misleading.


The first line asks for the Requestor, but this is incorrect. What the software is actually asking for is the vendor or cardholder which will be reimbursed which often isn't the person submitting the request. Changing this wording would cut down on input error. In our implementation of this product we have already had several input errors from users rightly misunderstanding the wording.

Comments

  • Beckie Osterman
    Beckie Osterman
    Sixth Anniversary Kudos 2 Name Dropper Facilitator 1
    We ran into the same issue when implementing Expense Management. We actually found our users (non accountants), had issues with the word vendor as well.


    In order to change this, go to to expense settings, business rules and update the "Refer to requestor as" field. Here is a screen shot of those pages. Expense Management screen shot.pdf


    -Beckie


  • Anthony Ursillo
    Anthony Ursillo
    Fifth Anniversary Participant Facilitator 1 Loyalty Badge
    Thank you Beckie! That was exactly what I was looking for!

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