"Suggest Employee Expenses" Not Working

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Hello:

In the Payment Journal, the "Suggest Employee Expenses" button is not pulling in any data despite the fact that there is one employee who needs to get reimbursed for $200.00.

Help! How do I fix this?

Thanks!

John

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JAngle 159 on at

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Check this out: www.mercuriusit.com/.../

It shows things in NAV but the principals are identical. I expect you have posted the $200 as a debit and not a credit.
Community Member on at

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Thank you, Josh! You're right, about the debit versus credit!

I had seen this article in the past, but screenshots work better for me than animated images. Such images can "go" too fast, whereas a screenshot is something that I can take time to examine. I didn't catch that the balance account was a liability account. That explains the need for a credit amount.

Thanks, again, my friend! You keep helping me, and I appreciate it more than you can know!

John
TobyT on at

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I have a similar question. When an employee applies an expense against a project the logic should be as follows:

through a journal the Employee expense GL account is identified and then the project, billable/budget, task, and then quantity followed by the amount and then the balancing account should be the employee

In the project planning line this should show up

pay employee expense should then be straight forward by using the Pay Employee function, as this should pull up all the outstanding employee expenses

The problem is on the first bullet. You have to use a bank account on the balancing side. I did this for a while and it is messing and we should not have to come up with work arounds against logical processes

I find it hard that this can't be done using the above logic, all other accounting systems that I have encountered can.

I would be interested to hear from anyone else who has run into this problem and if there is a solution to. Work arounds are not acceptable and I will never tell one of my clients that we have to use a work around. MS has been disqualified in the past for these very reasons when run RFPs.

Many thanks.