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  1. Option to merge two or more existing Expense reports in one

    37 votes

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    2 comments  ·  Expenses  ·  Admin →
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    Hi all,


    A quick update on this feature request. Thank you to those who've emailed me back!


    Within the next few months, we will build the ability to move items between expense claims.


    But it seems what is also needed is more control about when and how auto-expense claims are made. This is an area we will look at improving in the future.


    Hope this update helps

    Anna

  2. 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

    18 votes

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    1 comment  ·  Expenses  ·  Admin →
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    In Testing  ·  Anonymous responded

    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

  3. I'd like to be able to autopublish all except for items uploaded by one particular user as all of their items will need to be added to Expense Reports.

    Another alternative would be to prioritize adding items to Effortless Expense Reports to happen before the act of autopublishing.

    9 votes

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    In Testing  ·  0 comments  ·  Expenses  ·  Admin →
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