+2
Shelved

Cascading of expense categories by Activity type

Athar Siddiqui 9 months ago in Spend Management updated by Mark Weissman 9 months ago 1

Ability to filter expense categories by activity type. Not all expense categories are applicable to every activity type. Currently marketer needs to go through all the expense categories to pick one which is relevant and their is high chance to make an error. If application have ability to filter by selected activity then it will significantly reduce the chances of error and unnecessary rework e.g. If activity type is media then only media related expense categories will be available to select.

Shelved

Understood that this is a usability control especially if there is a large list of Expense Categories, but it would complicate maintenance. Best practice is currently to catch misaligned Expense Categories during an approval process.