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  1. Merge Expense Reports

    37 votes

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    2 comments  ·  Prepare » Expenses  ·  Admin →
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    In Testing  ·  AdminAnna (Designer, Dext) responded

    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

    Tyrone Scott supported this idea  · 

  2. Automatically apply Category to Line Items when changing the main category of an item

    67 votes

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    5 comments  ·  Prepare » Expenses  ·  Admin →
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    Tyrone Scott supported this idea  · 

  3. Rejected Items folder

    261 votes

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    21 comments  ·  Prepare » Other  ·  Admin →
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    Tyrone Scott supported this idea  · 

  4. Move Items straight from one Expense Report to another

    2 votes

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    1 comment  ·  Prepare » Expenses  ·  Admin →
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    Tyrone Scott shared this idea  · 

  5. Project visibility in Expense Reports

    18 votes

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    1 comment  ·  Prepare » Expenses  ·  Admin →
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    In Testing  ·  AdminAnonymous (Admin, Dext) 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

  6. Mulitple Projects for Customers

    3 votes

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    0 comments  ·  Prepare » Expenses  ·  Admin →
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    Tyrone Scott shared this idea  ·