Homepage - Show expenses to review/pay in task list
When I add the "expenses to review" widget to the homepage, this shows the expenses that are needing approval, and how much is to be paid.
At the moment I have all my expenses reviewed, and some that now need payment. Why is this information also not replicated in the "Tasks" widget?
What is the point of a "Tasks" widget if it doesn't summarise all the needed actions highlighted across all the selected/displayed widgets? At the moment the listed tasks appear to only summarise a few widgets (and even then regardless of whether those widgets are selected to be shown or not). I get the impression this widget has not been completed or fully integrated.
Andrew G
shared this idea
Appreciate the feedback and how you'd find this information useful within the task widget. Our product teams are reviewing this widget to consider what additional items would be most useful for customers and your feedback here is welcomed. We'll be sure to let you know if we make plans to add expenses to this widget.
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Martin Keenes
commented
Agree that MORE TASKS need adding to the Dashboard widget..
The tasks widget lists jobs that need attention, such as unreconciled bank transactions, overdue invoices or bills awaiting approval, but not, for instance, EXPENSES or DRAFT INVOICES needing action.