How do you handle multiple allocations for Expense Receipts

  • 14 April 2021
  • 9 replies
  • 315 views

Userlevel 1

When our folks make a purchase using Corporate Cards, often they have several allocations for the single purchase.  In our case they could be buying small tools and mulch on the same receipt which are two separate Financial Accounts and Subaccounts.

Currently we create multiple receipts for the single purchase. 

How does your organization handle this? Any ideas?


9 replies

We would create a bill with just the one receipt.  Then add multiple line items for the different items.  You can have each line item hit the correct GL and subaccount

Agreed that this would be a very useful feature!  Currently we have AP enter the receipt as an AP Bill rather than an expense receipt; then “pay” it with the credit card (rather than putting it to the default cash account and cutting a check like we do with most other AP bills).  But, this is not helpful to our project managers who (purposely) don’t have the ability to create an AP bill themselves.  They have to bring it to an admin so we can enter it for them.

 

We have the same situation. Currently evaluating the Corporate Card and Expense Receipts features and these features cover almost everything we would need EXCEPT the ability to split Receipts to multiple expense accounts. Also, on mobile devices, it doesn’t look like the Branch ID is an available field.

Greg’s question is a good one. Is there a request area where we can add functionality request to a wish list?

Many times, traveling reps have one receipt with multiple expenses. E.g., they pop into a convenience store and purchase a Meal and Office Supplies. Without the Mobile App having the functionality to split the expense, we are back to square one, they have to scan their receipt, and then email it to accounting to manually enter the credit card receipt as a bill. 

Userlevel 7
Badge +8

Greg’s question is a good one. Is there a request area where we can add functionality request to a wish list?

Many times, traveling reps have one receipt with multiple expenses. E.g., they pop into a convenience store and purchase a Meal and Office Supplies. Without the Mobile App having the functionality to split the expense, we are back to square one, they have to scan their receipt, and then email it to accounting to manually enter the credit card receipt as a bill. 

Yes there is!  Please check Acumatica’s Ideas Section of the community.  Navigate to community.acumatica.com and select Product Ideas from the four main tiles. 

 

 

Yes there is!  Please check Acumatica’s Ideas Section of the community.  Navigate to community.acumatica.com and select Product Ideas from the four main tiles. 

 

 

I saw this screen, but do not have permission to access Product Ideas. Thanks, Robert for the quick reply. 

Userlevel 7
Badge +8

@riewilson try this link.  Report back if you have any issues and @Chris Hackett might be able to help check your account. 

 

https://community.acumatica.com/ideas

@Robert Sternberg @Chris Hackett 

Thanks again!

Userlevel 2
Badge +1

Hi @GregEhrenberg !

I had the same idea/thought and it was merged with someone else’s idea, see below #4.

https://community.acumatica.com/ideas/improvements%2Dto%2Dexpense%2Dreceipt%2Dmodule%2D4809

You can upvote this and tell your friends too!

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