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Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Expense Report line descriptions missing

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ReportReport
Posted on by 128

We need to see the description of what was purchased for each line on an expense report to show in the posted transactions.  We need this for our cost plus billing projects.  What field on the expense report will show up in posted transactions so we can know which field to populate the description?  We have added all available description fields in posted transactions but they are not providing what we need.

If we know which fields in the expense report can come over, we can direct our partners to enter the data there but we haven't been able to determine that.  

3 of the 5 available description fields bring back the same info which is the description of the activity / task code used on the line.  We need to know what was purchases, not just site office expense.

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I have the same question (0)
  • Suggested answer
    BillurSamdancioglu Profile Picture
    19,703 Most Valuable Professional on at

    Hi,

    Can you please check if the default description for the type "Expense Report" is defined under Organization Administration -> Setup -> Default Descriptions

  • Ferguson - TD Profile Picture
    128 on at

    Hi,

    I do see we have a default description for Expense report transaction but we are still not seeing the info come through.  The ones for project invoice are coming through.  This is why we are thinking we are not putting data in the right field or we don’t have the option to pull the right field into posted transactions.  Would that make sense?

  • Suggested answer
    David Bader Profile Picture
    on at

    Hi Jennifer,

    On the Expense report try adding the description of what you need in the Additional Information field on the expense line.  Then on the posted transactions form add the Description field that shows for Project transactions.

  • Ferguson - TD Profile Picture
    128 on at

    Hi, Billur

    We have an expense report transaction default description setup but it is not sending the info like we need it to.  Do you know if there is a specific setup we should be using?

  • Ferguson - TD Profile Picture
    128 on at

    Hi, David

    This approach works as long as our users enter what they purchased in the Additional Information field on the itemization details tab.  The additional information field on the main expense tab is not coming through.  Not all of our expense lines require itemization so this will not cover all of them and it adds extra step.

  • David Bader Profile Picture
    on at

    Hi Jennifer,

    Can you provide a visual of the field from when you would like the information to pull from?  I want to make sure everyone and myself are all on the same page.

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