Configuration management > Issuer default coding - employee accounts

Issuer default coding - employee accounts

When enabled, the Issuer Default Coding - Employee Accounts option instructs Spend Dynamics to automatically create default coding rules for employee accounts using the GL code and/or cost centre value supplied within pre-defined fields of the VCF file. When this option is enabled, employees cannot edit their own default code values.

For the Issuer Default Coding - Employee Accounts option to appear, you must have the administrator rights Admin - Instance Configuration and Admin - Enable Issuer Provided Default Coding.

Note: If, at a later date, you disable this company setting, you will NOT remove any employee-account default coding values that have already (previously) been set.

To use issuer-supplied codes as employee account default codes:

1. From the main menu, select Administration > Configuration Management > Company Settings.

   The Configuration Management screen appears.

2. Click Issuer Default Coding - Employee Accounts.
3. To enable issuer-supplied default coding for:
   • all issuer account types, select the All check box.
   • corporate cards only, select the Purchasing Card check box.