Expense Management
We are thinking of implementing the Exp. Mgt module just so our school principals/admins can code their own credit card receipts. We require pre approval on all purchases so that is why we are not doing the invoice side. does anyone have any quick tips or advice you learned during the experience that you will share to maybe cut down on trial and error for me? Thanks in advance!!!
Comments
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@Christy Kersh Make sure your credit card company has the appropriate activity feed for system to function. We implemented expense management for our credit card and invoices only to find out our bank did not have the required system/feed. My understanding is BB is working to improve the connection so more banks will work, but that has not been rolled out.
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@Christy Kersh Exactly what Dan HoutReilly states. Several years ago we implemented as well only to find out our credit cards would not connect.
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@Christy Kersh, Customer Success recently hosted a session dedicated to Expense Management setup and best practices. You can access the on-demand recording of the session here: Financial Edge NXT: Expense Management Settings & Best Practices.
Happy to help with any additional questions you may have ?!
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