Which workflow step do you require the entry of Account Strings?

[crystalreports]

Our lengthy (nine segments) Account String can be confusing to most non-financial users, which makes up the bulk majority of our Concur users.

Do you leave the responsibility to add the allocation/charge information when a report reaches the financial person in the workflow or do you require all users to provide that information upfront?

[KevinD]

@crystalreports I've seen companies use both methods.

I think the question to ask yourself is: Will having users enter this information cause more issues than having your Expense Processors do it? I know it will be more work for processors, but in the end, which method will be most efficient?

Also, you know your employees better than anyone here on this Community. Do you feel comfortable they can enter the information correctly or not? Just to be clear, this is a rhetorical question. 🙂