Expense Claim submitted through MySparkrock has no vendor

MySparkrock gives users the capability to submit expense claims. Once an Expense Claim is submitted, as long as al the configuration is in place the Expense Claim will appear in Sparkrock 365 with a Vendor.

But, if the Expense Vendor field is empty in the MySparkrock User Setup field of the user who submitted the Expense Claim, then it will appear in Sparkrock 365 without a Vendor.

To fix this follow the steps below:

Step 1: Configure the Expense Vendor for the user who submitted the Expense Claim

• Go to the MySparkrock User Setup page of the user who submitted the claim.
• Make sure to configure the Expense Vendor value there.

Step 2: Re-open the Expense Claim

• In Sparkrock 365 go to the Expense Claim.
• If the Expense Claim was already sent for approval, then the approval needs to be cancelled by an Approval Admin or rejected by the approver first.
• Re-open the Expense Claim or make sure it is in Open status.

Step 3: Select the Vendor

• Inside the Expense Claim with Open status, select the Vendor that corresponds to the User who submitted the Expense Claim.
• If the Vendor field is greyed out, then use the Requested by field to re-select the user who created the claim, doing this should populate the Expense Vendor configured in the MySparkrock User Setup card.
• If re-selecting the user in the Requested by field does not work, then change the user in the Requested by field to another user for a moment and switch back to the correct user.