Add ledger Account as a column in the Invoice Processing Tab

[jaimangat]

Is there anyone who can confirm the feasibility of the following: can the Expense Type/General Ledger account that is the first part of the allocation in an invoice be a column in the invoice processor tab. Allowing us to very quickly see where invoices are "generally" allocated (don't need the complete allocation) when we export our invoices to an csv file. Concur does not seem to offer a native solution that achieves this result. Is there a workaround that would achieve this result?

[KevinD]

@jaimangat the only workaround I can see is to create a custom field, but it likely would mean the users would need to manually input the GL info into this field.

[StacyH]

Hi @jaimangat, just like Expense Processor, the Invoice Processor columns which can be added to the Processor's view are all header level fields.

You might consider creating a Cognos report for this, which would allow you to get an export which includes entry level data. As you might already be aware, & helpful to know if you're not, the Processor queue is real time & Cognos is current from the last time ONP (OverNight Processing) jobs ran.