Filtering Purchasing GL Accounts and Projects by Department

Filtering Purchasing GL Accounts and Projects by Department

General Ledger (GL) Accounts and Projects can be restricted by Department. This will filter the GL Accounts and Projects that can be selected by a user.

By default, all GL Accounts and Projects are available to departments until this feature is turned on.

This article will show you, an Accounts Payable Employee, how to restrict your GL Accounts and Projects by Department.

  1. On your Emburse Professional homepage, click Emburse Professional then click AP.

    Certify product switcher menu with AP selected.

  2. Next, click the Gear icon. 
  3. This is the Department Configuration page. Click your Company Name on the left-hand side.

    Department Configuration tree with Circle Point Communications company department highlighted.

  4. Click Company Preferences.

    Department profile with Company Preferences tab selected.

  5. Scroll down to Transaction Settings and click the checkboxes next to Restrict GL Accounts by Department and  Restrict Projects by Department.

    Restrict Projects by Department on Company Preferences.

  6. Click Save.

    Transaction Settings with Restrict GL Accounts and Restrict Projects by Department selected, plus Save.

  7. GL Accounts and Projects are now restricted by Department.

To make Projects required, you can enable this under the Department Preferences tab.

Once this preference is turned on, all departments must have at least one GL Account or Project associated, otherwise users will not be able to submit transactions in the system.

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