employee expense categorization limits
To improve employee experience for expense submission and reports it would be great if we could adjust settings so that they could see either limited categories for expenses or none at all - same with classes. I do not expect our employees to know our finance classes and it is a time consuming experience for them to scroll through the entire chart of accounts looking for 'meals' or such. I instruct them not to bother categorizing, as between Dext and the finance team we got it, but they still email asking what category to select out of the long list for a certain expense. they can add notes, customer and rebillable or not - but the more we ask the less often they just click in their expenses in the field etc.
Thanks!
Shauna Kadyschuk
shared this idea
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Patrick Smith
commented
Setting up the category list to be specific for certain users.