When reviewing invoices for approval, we have multiple companies we code to. It would be good to have the Company number show with the job-phase or GL Code on the item. It does show up when you click in to edit the item, but many times we don't need to see the detail, just the summary line info.
Guest
| Company | Bellingham Marine Industries |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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I have had many people ask this so I am surprised how few votes this has
Thanks for sending in the additional detail. Before we move this to planned, I'd like to see the community push this request more. Lets get more votes and make it happen.
Hi Michael,
Hope you are well ��� see you next month!
The Company filter only filters by the Company the AP entry was entered into.
[cid:image001.png@01D54924.4B646A60]
When a reviewer is approving, the company incurring the expense is determined at the line level. This company # is not shown and EACH reviewer has to click ���view��� on each line in order to know if the proper company is being used. This is only an issue for us when the line type is ���3-Expense���. When using line types 1, 6, & 7 the company is pre-determined by the company used for data entry and the Job, SL, or PO being charged. I���m guessing it is the same for the remaining line types.
100���s of overhead invoices are entered monthly and are split between our companies according to %���s of active employees. Each of these have 6 line items. To review/approve the invoice, each reviewer (sometimes 5) have to click the view button to make sure the proper company was selected. Huge time issue. Any help would be appreciated.
In this screenshot, I typed the info we would like to see ��� the GL Company each expense is coded to.
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[cid:image005.png@01D54925.71CD3870]
I am referring to the line level detail. One invoice, hitting multiple jobs/GL Codes across multiple companies.
See attached capture, for all the approver knows- these lines could be posted to multiple companies. The JCCo and/or GLCo from the line entry would need to populate here.
Hi team,
When you say you want to show the company, are you referring to the Job Cost Company? If you are referring to the AP Company, there is a filter on the approval grid to allow you to filter by company. Let us know what company is being referenced.
Cheers
I agree! We route to 20+ companies every month and need to see the company number. Doesn't seem like this should be too difficult to add.
Viewpoint -- Any progress??
I just entered the same request, yours didn't come up when I searched. We need this as well as many invoices are allocated over all companies based on Full Time Equivalencies.