Create an Expense Report

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  • Rebecca Ralls

    Question re: the Credit Card Vendor Payable checkbox.  It does not appear to be included on the expense report edit screen (I checked the FLS to make sure the field is visible), but in order for the expense line to register as a "payable" expense, it needs to be checked if it's for a credit card vendor.  Is there a process that is supposed to run in the background that checks the box if a credit card vendor is selected?  Because if so, it does not seem to be firing in one of the orgs I am working in.  

    They're currently on 3.11.1.  It's not too hard to create a process that will check it automatically if a credit card vendor is added, but I don't want to duplicate a process that's already there if I don't have to.

    Thanks!

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  • Rebecca Ralls

    New question: regarding the assignment of accounting variables on expense reports.

    Accounting variables are assigned to expense report lines via the project task that are assigned to the project task.  

    I have a couple clients who are using the expense report object to allow their  users to code their company credit card charges.  They have a general purpose "Expense Report" project to use for any line that does not belong to a specific project.  For a company with only a few accounting variables, this is pretty manageable - you only have to have a handful of project tasks to cover the various possible combinations of project tasks.

    However, one of my clients is using all 4 accounting variables and they have quite a few entries for each type.  The number of project tasks required for the general "expense report" project in order to cover every likely combination of accounting variables - even if we do not include the ones that are not likely - is enormous and unwieldy.  Right now - with the tasks set up just for the intersection of 2 of the 4 accounting variables, they're at 76 project tasks. - to factor in a third variable will add over 100 more.

    Is there any other alternative to deal with this?  Have you considered making it possible just to enter GLAV variables directly on expense lines instead of tied specifically to the project task?

    Thanks!

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  • Tony

    Hi Rebecca,

    The Credit Card Vendor Payable checkbox is not longer used in the application. We will be removing it from the package in an upcoming release. 

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