Introducing List Management​

The List Management tool enables the creation of lists to capture the following: invoice information, enforce input restrictions, and ensure data validity within the accounting system. For example, you can capture company accounting information for each expense or project-related details. Lists created with List Management are commonly used to populate custom data fields, such as departments, cost centers, projects, and other customer-specific data requirements.

There are three list types:

• Single- Level (Simple List): A simple collection of lists without a hierarchy or dependency
• Multi-Level (Connected List): A hierarchical collection of items in which the data in the list populates two or more associated fields
• Vendor List: Vendor lists are assigned to expense types within a policy to force a user to choose from a defined list of vendors on an expense report. Vendor lists are only used when connected to Expense Types in Expense Admin.

You can enter list values into the system in several ways:

• Manually
• Excel import
• CSV import
• API/Web Services

• Use List Management to capture purchase and project details for users
• Restrict user input and validate data for accurate accounting integration
• Populate custom fields with lists like departments, cost centers, and projects
• Distinguish single-level, multi-level, and vendor lists by structure and use