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Reporting on individual employee travel spend against budget

edited Jan 3, 2020 12:29AM in Search / Reporting

Our outside sales team does alot of travelling.  Each employee has a travel budget.  I need to report to each employee and to their manager(s) on their spending.

I have individual GL account for each employee and am running customized financial reports to achieve this.

However due to turnover the process is difficult to maintain as the financial report editing is not real quick and easy.

I'd love a way to write one report and get answers for different employees with filters instead of by hard coding the GL account numbers in the report as I do now.  One idea I tested and discarded today was adding a custom field to the GL account sourcing from employee name - apparently can't do that.

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