We just converted to 360. I created an Expense Report type and established default Main category, Category, and Subcategory.
If a user creates an expense reprot by type from within e-Synergy, the default Main cat, cat, and subcat are filled in form them--just what we want.
However, if the user picks the e-Synergy add-in from within Excel (we use Excel-based expense reprot forms) picking the type does not fill out the category fields. This reduces the utility of using types.
I 'd like to recommend two changes to e-Synergy:
1. For all the add-ins: When a type is chosen, any defaults (such as the various categories and security level) are automatically filled in for the user.
2. In type creation, along with establishing Main cat, cat, and subcat, the creator can establish for each whether they are default or mandatory. For instance, expense reports should only be stored in one place; we don't want users to have the option to store them somewhere else.
Election Systems and Software
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