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Allow Departmental GL Lookups for Expense Entry

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.  

  • Mercedes Green
  • Jan 10 2020
Company SKYGRiD Construction Inc.
Job Title / Role Technology Strategist
I need it... 1 month
  • Attach files
  • Mercedes Green commented
    February 17, 2022 16:24

    2 years later and this is still needed as incorrect GLs are being chose all of the time.

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