Expenses - Create Expense Claims from bank reconciliation screen
When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.
Jason Ellemor
shared this idea
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Optimus Fintech
commented
To keep track of all claims and other bank transactions, you can rely on an AI bank reconciliation tool to automate this process efficiently. For more information, visit this page: https://optimus.tech/banks-reconciliation.
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Jason Ellemor
commented
Yes correct - these are charges to the company debit card. For example a hotel stay. As the person completing the bank rec, I would like to be able to send this item (as a draft expense in Expenses) to the card holder so they can complete the Expenses workflow - provide receipts and details...
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Jason Ellemor
commented
We use debit cards for our business. This means I see the transaction posted into our bank account before the individual submits their expenses. With a lot of transactions there are expenses missed and it’s painful to match up lots of transactions.
In the account reconciliation function I would like the ability to have a draft expense created and assigned to an individual for them to complete the expense process, which is then reconciled once approves