Using Intacct Vendor connection, any way to default the Department value?
We are connecting to Sage Intacct via the Vendor connection (rather than T&E). Is there a way to set the default DEPARTMENT value for a particular employee is populated on the expense report?
Answers
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Sorry, grammatical difficulties - the question should have been, is there a way to ensure that a default DEPARTMENT value (stored on the employee, hopefully) is populated at the header level (could also be on each line)?
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@dchaffer, I went ahead and created this to be an idea of a feature that should be added to Expensify. I use NetSuite and we could use the functionality as well. Here is a link to the idea. Let me know if it hits the mark or if I'm missing anything.
https://community.expensify.com/discussion/469/default-tags-for-an-employee#latest
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Hey Tylerzoll, the sad bit about this is that there IS an interface to Intacct from Expensify that lets you set the default values on an employee, but ONLY if you purchase the T&E module from Intacct. Since this is several thousand a year, and since we use Expensify (as does Intacct, ironically), rather than the INtacct expense reporting tool, it doesn't seem worth it.
We're using the AP interface (where we set up employees as vendors) and you can't set up a default department value in Intacct, so Expensify can't use it.
So, I agree with your NetSuite recommendations however, and will agree with your suggestion.
Cheers,
-Dan -
@dschaffer Because Intacct doesn't allow default dimensions on their vendor record, we don't have a place to pull this from Intacct.
The best work around is to import these as report fields into Expensify. Because these are sticky fields, users would only have to select the report field the first time they submit a report and it would populate with the correct dimension for future reports unless it is manually changed by the employee.
Report fields apply to each line item upon export to Intacct.
