We are looking to see if we can add a configure columns option where any column from the view could be added to the expense posting view. Or a download button that would simply create a download file for all records on the screen but with all columns in the view. Currently the Charge To column is concatenating the Company, Phase, Description, Item Type, etc. From a upper level analyst standpoint, when exporting this file it requires additional steps within excel to separate those columns. We would find it most helpful to have these columns separated given the number of expenses being analyzed.
Kylie Willoughby
| Company | ConstrucTech |
| Job Title / Role | Consultant |
| I need it... | Yesterday...Come on already |
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We need to see Tax Code and Tax Amount as separate fields.
The current Keystyle Expense Posting report concatenates several individual fields in the "Charge To" column that should be in separate columns to make it easier to analysis the charges and where they are coded to in the General Ledger. For example, GL account exist for all types "GL", "JC", "EM" and should be its own column with another column for account description/name. JC has Job number, name, Phase Code, and Cost Type. These should all be separate columns. Same is true for EM with equip number, description, cost code, EM Cost Type.