Currently each time you move an expense item to a batch, it creates a new batch which can be time consuming to process each batch. it you could select an open batch to add the expense item too it would allow one work through expenses and then post all at once. When reviewing hundreds of line items in a day it would be helpful.
Jenny Scholz
| Company | Hensel Phelps |
| Job Title / Role | CFO |
| I need it... | 1 month |
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How is this able to be selected within the portal?
Thank you for letting us know. We love your suggestions and love making them happen. Keep the great ideas coming :)
Yes, you can go ahead an mark this as na. If we have any issues when we test out the checkboxes, I will just create another suggestion. Thanks!
The next release resolves that issue, we are all relieved for that correction :) With the checkboxes being corrected, should I mark this request as na?
I just saw that you are reviewing the ability to have the expense item approval check box hold even when you edit an item. If that happens then this would not be as big of a deal and we could work around this. We were trying to figure out ways around losing the check boxes when we had to edit an item. We thought moving them to a batch would be helpful to not duplicate work. If Technical services can set up automatic posting, that would be sufficient.
If the issue is posting, would you prefer an option to auto post? Technical services can set this up for you if this is your desire, or we can list it as a feature to auto post. Which would you prefer?