Tip
Discussion List
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UPD: FIXED. How to create expense types types in bulk?Summary: Trying to migrate expense templates/types in bulk from one environment to another through configuration package Content (required): I came across a few posts he… -
What is the implication of closing account codes associated with Expense TypesSummary: What is the implication of closing account codes associated with Expense Types Content (required): We have 7 expense types with associated account codes that we… -
How to setup expense report approval rules for managersSummary: How can I setup expense report approval rules for managers (people who report directly to the CEO) and for the CEO who delegates his expense reports entries to … -
Why are Credit card transactions are not appearing in person's expenses .Summary: We have uploaded credit card transactions for a few active employees. When we login as one of those employees we don't see the credit card transactions in the e…
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Is it possible to customize or add new messages in the Reject Expense Report (Audit) ?Summary: Is it possible to customize or add new messages in the Reject Expense Report (Audit) ? Content (required): In the standard there is only 2 action reason in the … -
How to translate the Expense Report Template ?Summary: How to translate the Expense Report Template ? Content (required): The expense report is always displays in english, and we need to have the same document in fr…
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How can we do a bulk update of Expense Report Status via SOAP UISummary: We need to change the status of some 1000+ Expense Report numbers to "MGR_REJECTED". We know how to do this via SOAP UI one by one. But since there are so many …
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Expense Item/Report Creation via Email (Digital Assistant)Summary: Expense Item/Report Creation via Email (Digital Assistant) Content (required): Hi Experts, i have configured the Expense Item/Report creation using "Manage Auto…
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How to Add note to Conference expense screen through a SanboxSummary: How to Add note to Conference expense screen through a Sanbox Content (required): Hello I need to add a note to the screen when conference/seminars is selected.…
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Unable To Capture Attendee Information Using Meals PolicySummary: Unable To Capture Attendee Information Using Meals Policy Content (required): Hello Although I follow up the action plan , Unable To Capture Attendee Informatio…
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How do I make the 'Puprpose' field mandatory on Expense HeaderSummary: How do I make the 'Puprpose' field mandatory on Expense Header and can I change the name from 'Purpose' to 'Employee Description' for example? Content (required…
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Expense PolicySummary: Expense Policy Content (required): Is there a policy that will allow you to enter weekly or monthly rates? I am only seeing daily rate. For example, Miscellaneo…
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Manage Expense Report Audit Selection RulesSummary: Manage Expense Report Audit Selection Rules Content (required): Why am I unable to edit this rule to add a new business unit. I am not getting the option to add…
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Seeking an expenses customer for a 1:1 conversationSummary: I'm looking for customers that implemented Expenses in ‘big bang’ approach with great volumes vs incremental implementations. How did it go? Content (required):… -
Knowledge Tip | Identify duplicate expenses using a scoring modelSummary Knowledge Tip | Identify duplicate expenses using a scoring modelContent Knowledge Tip | Identify duplicate expenses using a scoring model A new feature is avail… -
ERP – Expenses: Product Management Office Hours, 4 November 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the ERP – Expenses: Product Management Office Hours session to have them answered during the live event. Post your questions by posting…
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Cash Advance Approval WorkflowSummary Cash Advance Approval WorkflowContent Hi My requirement is to define a workflow for Cash advance and below is the details' If Employee has a supervisor attached …
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Expenses - Options to capture Tips / Gratuity as separate line itemSummary Expenses - Options to capture Tips / Gratuity as separate line itemContent Hi Guru's Scenario / Requirement: For Hotel / Restaurant charges --if 5 people attende…User_2025-02-07-06-41-17-214 29 views 2 comments 2 points Most recent by User_2025-02-07-06-41-17-214 Expenses -
July 2020 Maintenance PackSummary Corporate cards (ref 31243539)Content There is a fix listed for corporate cards (ref 31243539). This fix ‘getting updated according to your profile option settin…
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ERP – Expenses: Product Management Office Hours, 5 August 2020, 9 a.m PT - Submit QuestionsContent Submit your questions for the ERP – Expenses: Product Management Office Hours session to have them answered during the live event. Post your questions by posting…
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Cash AdvanceSummary Cash Advance - ProjectsContent Is there a way to enable Projects within Cash Advances so the user can request an advance per project just like when raising a exp…