When we have users that enter non-Job expenses, they have to choose from many GLs since each expense has a separate GL for each of our departments (Corporate, Estimating, IT, Marketing etc). We can get a restricted lookup, however, we can't restrict it by the department. Since our GL Descriptions do not have the dept name in it, there is more chance of error.
The PR Employee has a Dept field so perhaps that could be used to assign GL Lookups are create our own custom field to link it.
Company | SKYGRiD Construction Inc. |
Job Title / Role | Technology Strategist |
I need it... | 1 month |
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2 years later and this is still needed as incorrect GLs are being chose all of the time.