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celinechu
Occasional Member - Level 1

Suggestion for added Allocate feature

Hi,

 

Not sure I've come across this feature in the resources - apologies if it has already been suggested earlier.

 

It would be neat if fields could be populated by default to a particular cost centre in the Allocate section to correspond with a  particular expense type.  Eg. when a user selects Individual Training expense, the fields in Allocate would be populated by default to the People & Culture cost centre. 

 

Our current workaround with this suggestion below is the use an audit rule. Eg. an error would flash if a user didn't allocate this particular expense type to People & Culture.

 

PS: We're on the Professional platform.

 

Thanks,

Celine

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