Bank reconciliation - Pre enter Expenses non behalf of a user
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
Jason Ellemor
shared this idea
Hi Jason, from the sounds these aren't reimbursable expenses - how would they generally be entered in your org? For example as Spend money transactions or Bills?
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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...