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How to add the "Name" field on an expense report?

edited Jun 27, 2023 1:43AM in Ask A Guru 5 comments

Hello community,

  1. Can we add the "Name" field to the expense report line level? Right now, the "Name" field only exists at the GL impact (We don't want a customer field, but the same "Name" field).
  2. What is the best process to mass-create journal/bill entries for corporate card company expenses? We use our credit card as the may payment method for procurement. We need to classify (GL) and reconcile hundreds of monthly transactions. Manually creating bills from PO one by one is not efficient.

Thanks!

Eyal

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