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Expense Claim Details Report - Employee drop down not working

  • February 24, 2022
  • 4 replies
  • 151 views
ketiller
Jr Varsity III
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Hello, 

We are having trouble with Report “Expense Claim Details” Employee drop down menu populating with direct reports (see attached screenshot).

When they run the report with nothing in the Employee parameter it will populate with all expense claims approved by manager within the other Parameters selected. Any support on a resolution would be great!

Best,

Kage T

Best answer by vkumar

Hi @ketiller 

Here is the documentation link for setting up Company tree. 

https://help-2021r2.acumatica.com/(W(7))/Help?ScreenId=ShowWiki&pageid=32ee0de4-1261-415f-8803-bb9dbcdf7d14

Ensure the user who need to have ability to view, run report for all employees is one level above other employees on company tree. 

Regards,

1 Attachments
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4 replies

E
Varsity I
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  • etrojan28
  • Varsity I
  • February 25, 2022

Hey @ketiller, what does your company tree look like? Is there subordinates under Brian on the company tree? 

Chris Hackett
V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • February 25, 2022

Hi @ketiller 

Please refer to following post. The rule should apply to the Employee lookup listed on above report as well. 

Hope this helps.

Regards,

 

VijayKumarU
Chris Hackett
ketiller
Jr Varsity III
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  • ketiller
  • Author
  • Jr Varsity III
  • February 28, 2022

Hi all,

 

@etrojan28 we do not have the company tree setup. we are currently using the approval maps to route our expense claim approvals. 

 

@vkumar thank you for the link to the supporting question. Would I have to setup company tree entry for every employee with a direct report?

Thank you,

Kage

V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • Answer
  • March 2, 2022

Hi @ketiller 

Here is the documentation link for setting up Company tree. 

https://help-2021r2.acumatica.com/(W(7))/Help?ScreenId=ShowWiki&pageid=32ee0de4-1261-415f-8803-bb9dbcdf7d14

Ensure the user who need to have ability to view, run report for all employees is one level above other employees on company tree. 

Regards,

VijayKumarU
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