Project visibility in Expense Reports
I'd like to be able to see the Project assigned to items within an Expense Report without having to drill down to each item individually within Receipt Bank
Hi,
We have added the ability to pick and choose which columns you would like to see on the expense reports page.
Once you are in an expense report, select the cog above the transactions and you will be able to select tracking or project categories.
We are also looking at implementing this for downloadable reports soon, and will add the 'Customer' field soon as well.
Feel free to reply with any further feedback while we are adding the remaining refinements
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Sue Williams commented
When downloading expense report leave in the order that the user has put it in ie filtered by category, for some reason even if you refresh the report it appears to go to the default setting by photo number. If you could expand the view of the expense report to include project numbers so that if you wish you can filter by project no that would be really helpful if you could change this.