Advanced Element Suppression (AES) is a feature that companies can use to make one of their General Ledger Dimensions (GLDs) appear and be required for certain expense categories. For example, an equipment rental company may need to require a "truck number" field to show on relevant expenses, like mileage, but not other irrelevant expenses, such as meals.
This article will show you, a Certify Administrator, how to configure Advanced Element Suppression.
Step 1: On your Certify homepage, click the gear icon.
Step 2: In the Company Policy box under Expense Categories, click General Ledger Dimensions.
Step 3: This is the General Ledger Dimensions page. To start, click the In Use checkbox to the left of the GLD you'd like to edit.
Step 4: Click Save at the bottom of the screen.
Step 5: Now, click Advanced Element Suppression next to the General Ledger Dimension you'd like to work with.
Step 6: This is the Element Suppression page. First, set the Visibility to be Show or Hide for Expense Report Creation Visibility and Expense Line Visibility:
- Expense Report Creation Visibility: Controls whether the GLD will be shown when a user is creating an expense report.
- Expense Line Visibility: Shows or hides the GLD for everyone, except for the Values listed below.
Step 7: Choose a value from the drop-down menu to trigger visibility for the GLD.
Please Note: If you are using Advanced Element Suppression with Dynamic Filtering, please make sure the Parent GLD is visible anytime the Child GLD is visible
Step 8: Next, enter a list of category names or GL codes that are exceptions to the Expense Line Visibility rules.
Step 9: Click Save. A confirmation page that the GLD information has been saved will appear.
Step 10: Now, when adding a new expense, you'll see the new GLD appear when selecting a Category you entered as one of your Values above.