Submit your Suggestions for Vista Web

Companies could have hundreds of expense receipts in the Expense Posting Dashboard and need an efficient way to:

1. Use Clear Batch Status for multiple receipts.

2. A way to identify expense receipts where the batch status has been cleared for reconciling Vista etc.

Use Case:

• AP Admin moves to batch 50 expense receipts (combined statuses) but, 10 of them have errors when processing the batch in Vista (duplicate AP References, missing tax codes etc.).

• The user would have to Clear Batch Status Receipt 10 times for each individual receipt which is inefficient.

• These receipts then move to the original Receipt Status among all of the other receipts with the same status which could be in several buckets: Pending Approval, Approved, No Approval Assigned.

• The previous Batch Mth, Batch ID and AP Reference are removed from the Expense Posting Dashboard. AP Admin loses sight of this information which is required to delete expense receipts in Vista.

• There is nothing to identify receipts that were in a previous batch, so it is extremely difficult for users to find receipts that have had the batch status cleared. Users need to be able to identify receipts cleared from a batch to reconcile Vista and Vista Web.

How this could work:

• When the user selects Clear Batch Status Receipt, it would be great if they could be provided with a tool to select multiple expenses within the batch to increase efficiency or, a Clear Batch Status for Multiple Receipts action could be available in the More option (vertical ellipses) of the Expense Posting Dashboard.

• It would be useful if the receipts Cleared from Batch were identified for the user (searchable, filterable) so they could easily identify receipts to be re-batched and, to assist with reconciling Vista.

• If the previous Batch Mth, Batch ID and AP Reference could be recorded somewhere that would be fantastic I.e. in an audit log, information icon and report.

• Please see attached image for where this feature could be located.

Clear Batch Sta...

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