Submit Your Suggestions for Vista

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Add GL Description on grid for Unapproved Invoice Review (auto field lookup)

Currently users need to manually do a field lookup on G/L codes that come across on their review list in order to obtain the GL Description.  Would be great if the GL description would show alongside the GL code during the Approval process.  

 

We are getting ready to offload the approval process from our AP clerks to the Project Managers who aren't always familiar with the G/L Codes in use.  This could be alleviated with user security against GL Accounts but that doesn't seem to be a feature in Vista.

  • Tim Emerick
  • Feb 3 2017
  • Already exists
Company B&D Industries, Inc
Job Title / Role IT
I need it... 1 month
  • Attach files
  • Tim Emerick commented
    January 09, 2020 00:23
     

    Thanks for that suggestion Gary,  will pass that tip on immediately.

     
  • Admin
    Gary Gilmore commented
    January 09, 2020 00:07

    Use Field Properties (F3) from one of the accessible fields in the line detail section of the Review form, select Field Seq#346 - GL Acct and set the Description in Grid option to 0-Show in grid only. That will expose a column next to GL Account with the GL Account description

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