Mass reallocations in project fields for AP expense reports [message #627311] |
Mon, 10 November 2014 15:11 |
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Jimbozeubuen
Messages: 1 Registered: November 2014 Location: Irvine, CA
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Junior Member |
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I am trying to find an easier way to perform mass reallocations in project fields for AP expense reports. Currently for AP expense reports we have multiple views to see all the expense lines:
1. The lines view (page 1 of attached PDF file). This view shows all the expense lines, but it does not help because it doesn't show any project fields.
2. The distributions view (page 2 of the attached PDF file). This view shows all the distributions in a single expense line. We currently use this view because it allows us to reallocate project fields for a single expense line by reversing and creating new distributions.
3. The all distributions view (page 3 of the attached PDF file). This view shows all the distributions in all the expense lines, but it does not help because it does not allow us to reallocate project fields (the reverse button is grayed out).
The problem is that it can be very time-consuming to perform mass reallocations in project fields for multiple expense lines because we have to select each expense line and reallocate one by one, and there can be tremendous lag if there are a lot of expense lines. It would be much easier if we can reallocate in the all distributions view.
Does anyone know an easier way to do this? Any help would be greatly appreciated!
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Attachment: Views.pdf
(Size: 42.30KB, Downloaded 2335 times)
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