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Default bill expense segmentation (Class / Dept) based on Project
We have a growing reliance on coding Vendor Bill Expenses and accruals (JEs) to internal Projects for reporting purposes. The result is that our Accounting team ends up coding many line items to the Class, Department, Location (in some cases) AND Project. I'm looking for ways to streamline the process on the Bill form and the JE form if possible.
Example:
We code a bill to the Project "Software Expo", Class: Corporate, Dept: Marketing. The Project already has the Corporate and Marketing fields on its properties.
BEST CASE: Upon coding the Project, NS automatically populates the correct Class and Department on the line item(s), based on the Project properties.
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