Expenses

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Topic

    Jon Kelly
    Sort / Filter by corporate card in expense moduleAnswered
    Topic posted May 30, 2018 by Jon KellySilver Trophy: 7,500+ Points, last edited January 30, 2019, tagged Budgetary control, Expenses, General Ledger, Payables, Search 
    66 Views, 2 Comments
    Title:
    Sort / Filter by corporate card in expense module
    Content:

    We have some employees who have multiple corporate cards assigned to their expense module. When trying to enter an expense report, they would like to be able to search or filter by the card number. I don't see any option in the main expense module screen, and using advanced search shows card numbers, but no way to filter or search them. Has anyone experienced this and found an easy way? We have some users who may have 3-6 different cards and it would make it easier for entry and reconciliation. Thanks everyone!

    Best Comment

    Becky Alvarez

    I checked with developers and this is not on the roadmap as it has been their experience that users to have multiple credit card accounts is not very common.  Most only have one.

    Comment

     

    • Becky Alvarez

      I checked with developers and this is not on the roadmap as it has been their experience that users to have multiple credit card accounts is not very common.  Most only have one.

      • Jon Kelly

        I think we will open an SR for an enhancement request. We have standard purchase cards, department shared cards, department travel cards, and declining balance cards. Since they must all be tied to a user in Fusion, we have multiples cards assigned to many of our accounting associates. One example is Athletics which has travel cards for each separate sport which end up with multiple cards to a single user. Thanks for this update, Becky!