Expenses - Chart of accounts list
Need to ability to limit the list of accounts for each user and then allow the approver to have access to all chart of accounts to re-assign the expense.
Staff don't understand accounts requirements to be able to choose the correct account.
Also need to make it simple for users.
Mandy M
shared this idea
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Caith Dye
commented
Really agree with this. We're looking at introducing the Expenses app as it's now included with our subscription and solves a need for those employees that are out a lot an end.
We hoped to be able to make the accounts list straightforward by choosing a couple of obvious codes and then a miscellaneous code that could then be reassigned by finance to ensure consistent treatment. But if we need to select all the possible codes in the Expenses module then we'll end up with a very long list that becomes unwieldy for the employees, especially if we want company card expenses recorded this way.