My firm just signed us up for concur invoice and we just had a kickoff call in which we already ran into some issues. I wanted to run this by the community in case there was a solution that my coach or I were not thinking of. We have several different companies each with their own chart of accounts. When logging an invoice we can choose which company we want (custom field), but i was told that the chart of accounts in the distribution section below will show the chart of accounts for all 4 of our companies? The only suggestion she had was using policy groups, but that doesn't work as a single AP employee will need to be able to allocate to each company and have visibility into the accounts for that company.

I would like to, when choosing Company A, only see the chart of accounts for company A if possible or at least something that will prevent something being allocated to company B and using an account from company A's chart of accounts.

Thank you in advance for all of your help

Aryeh