I am using the new Expense Management workspace at my employer. We are setting up Expense Management for the first time, and I have come across an issue. The expense reports are not defaulting the employee linked Vendor record, or defaulting to the employee-linked Vendor financial dimensions
Steps I took:
1. I created a test Vendor account, and set Status to None. It also has default financial dimensions and a bank account assigned
2. I then created a test user, created a test employee and associated both in the User record.
3. I then selected the test employee record-Expenses-Employee mapping and per diem rates. I added the test Vendor account from step 1 here
4. Go to Expense Management workspace, created new expense report. The Supplier is blank, and all financial dimensions are blank. I was expecting the dimensions would default to the Vendor financial dimensions
5. If I select the test Vendor account myself in the new expense report, this still doesn't populate the financial dimensions from Vendor record into the expense report
When I create a new expense report, I need the expense report to:
- Select the employee-linked Vendor as default
- Populate all financial dimensions from the employee-linked Vendor record
However, upon creating the new expense report all are blank. Is anyone able to advise if I have missed an obvious step somewhere?
Other things to note:
- All expense payment methods have Expense Owner=Company, and Offset Account Type=Worker
- All expense categories have payment method assigned, as well as Main Account
- Basic workflow is active
- No expense policies have been setup yet
Test Employee:
Test User:
Test Supplier:
New expense report:
