6 results found
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Sorting Expense Report entries via Approval Status column
Under Expense Reports -> Inbox, can you please enable to Sort based on the column "Approval Status". Currently, It is very hard to navigate which expense reports I have yet to approve, and this would make it significantly easy. It should hopefully be a relatively easy feature to implement on your system.
5 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have
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Change the PDF view of Expense Reports
The various accounts/categories are listed as columns on the right hand side. As there are more and more lines this will make the report harder to read. Can you have one column with the heading "account or category" and all the accounts listed below it? Also the columns listed as "project" & "project 2" should be classes and locations. Can this be fixed as well?
1 voteHi everyone, this week we released a new layout to the Expense Report PDF export which has the following improvements:
- Categories are now summarised at the top so that the font doesn't get smaller when there are more categories
- The font is darker and easier to read
We are also working on this ability to choose the order of items in the expense report, as we know not having this is a frustration at the moment.
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Advanced Search in Expense reports
Since the expense report list screen has been changed, it is not harder to differentiate at a glance expense reports that have been approved vs those not yet submitted for approval as both are eligible for publishing. Please allow to search or sort by the Approval status. I want to be able to filter the list of expense reports for only those that have been approved. Another option would be to have a notification box at the top of the screen when viewing the expense report detail to show whether it has been approved. Similar to the current waiting for…
3 votesHi,
We have updated the expense report screen so you can filter by approval status. After you have navigated to the expense report page, select Advanced in the search bar, and you can select the approval status you want to filter by. You can also sort the column by status as an alternative.
Thank you for your feedback, feel free to reach out with any further comments you have.
Many thanks,
Vikash
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Download Expense Reports with supporting images
I want to be able to download the Expense Report, together with the supporting files in one PDF
68 votesHi there,
The ability to include source document images within the Expense Report PDF export is now live. Select 'Report with receipts' on the detail level in the PDF export screen. See screenshot attached.
A reminder if you're an Admin that you can also include links to the source documents from Account Settings. Just turn on 'Image Sharing'.
Hope this helps!
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Expense Reports without "Expense Report" in the name
I'd like to be able to publish Expense Reports so that "Expense Report" isn't included in the supplier name
"Why are the expense reports showing up as suppliers? Our supplier list now includes multiple expense reports and that will grow tremendously over time…"
56 votesHi,
Thank you everyone for your feedback. We reviewed all of the raised topics and it was clear that the use of the report name was causing issues.
We have now changed this logic, the employee name the expense report belongs to will now be what we use to publish to general ledgers.
This is now live, please feel free to reach out with any further feedback.
Many thanks,
Vikash
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PDF Expense Reports - items in date order
Items are added in the Expense Report in a Chronological order, however after the report is downloaded in a PDF , the items are not in that order anymore. Would be useful if they are.
25 votesGood news! We've made this fix.
By default, PDF exports of Expense Expense reports are now ordered chronologically. You can also change the order of items by other fields like supplier, category, description and amount by going to System settings-> downloading items -> Order items in Expense Report PDF by
Hope this helps!
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