Expense Report General Ledger Dimensions

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General Ledger Dimensions (GLDs) are customizable fields that Certify Administrators can add to expense reports or user profiles. These can help to better organize records or collect custom expense data for your company. This article shows you how to configure Expense Report General Ledger Dimensions.  

On your account homepage, select Configuration and then select General Ledger Dimensions.

Activating an Expense Report GLD

Step 1: Click the In Use checkbox and enter the GLD Label.

Step 2: Select the GLD Style from the dropdown menu provided. Dropdown menu options include: 

List, Not Required - A dropdown list of elements available for selection; user is not required to enter this field

List, Required No Blank - A dropdown list of elements available for selection; user is required to select an element from this list; the field defaults to the first element alphabetically

List, Required With Blank - A dropdown list of elements available for selection; user is required to select an element from this list; the field defaults to a blank value

Search, No Required - User enters a word or phrase to search in the list provided; user is not required to enter this field

Search, Required - User enters a word or phrase to search in the list provided; user is required to enter this field 

Step 3: Click Save at the bottom of the page. 

 

Creating Expense Report GLD List 

Step 1: Once a GLD has been activated, select View and Edit List.

Step 2: Select Create a New Record. To add multiple records, you may also use the Bulk Upload Tool.

Step 3: Enter the record Name. Enter the GLD Code, if applicable. Click Next to create the record. 

 

Editing Expense Report GLD List

Step 1: Click View and Edit List.

Step 2: Enter the record Name or Code. Click Submit without entering any parameters to view a list of all records. 

Step 3: Use the edit (pencil) icon to edit the record Name or Code. Use the red X to deactivate the record.

 

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Comments

  • Avatar
    Liz Stuertzel

    my question is specific to reporting on the info typed in when an approver makes a change to a pending report, and info typed in "add notes"

  • Avatar
    Steve Revesz

    Hello Liz,

    I will follow up with you via email to answer your question on reporting and the "add notes" field.

    -Certify Support

  • Avatar
    Vmallavarapu

    Hey,

     

    Can i remove the deactivated record from the expense report GLD ??

    Edited by Vmallavarapu
  • Avatar
    Kimberly Glenn

    Hello Vanaja,

    If you were to click 'In Use' next to the GLD in question, it would deactivate it. From there, you can delete the name of the GLD and click Save at the bottom of the page. This will remove the GLD.

    -Certify Support

  • Avatar
    Vmallavarapu

    Thank you Kimberly,
    But What if i need to delete a record from my GLD?
    I tried to delete few records from my GLD but it's showing the deactivate option for me.