Spend Money - Prefill last entered transaction
For Spend Money, to help speed up entry:
Prefill the last entry for that Contact. Most venders (e.g. "Uber") will be the same expense type over and over. Having the 1st item prefill from the last entry will save time.
Sandy Shelton
shared this idea
Thanks for the extra detail, Sandy. We don't have any direct plans around this atm, however we're working on automated bank reconciliation which should help cut down the manual entry of reconciliations for spend money transactions overtime.
There is also Bank rules that can pick on particulars of your statement lines to help with reconciling - However, it sounds like you're manually creating these transactions before they're reconciled?
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Sandy Shelton
commented
Hello Kelly. Yes I typically enter expenses as they happen to make sure they are accounted for instead of relying on any automation or imports.
Bank Rules are very helpful for truly recurring items (like subscriptions), but for project-based expenses, I don't want to wait for them to settle at the bank/import before they are entered.
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Sandy Shelton
commented
I have a lot of repeat expenses. For example an Uber is always a taxi/car service expense. Additionally Uber Business loads the trip and tip as different transactions to reconcile (which I am now realizing I can manually reconcile to 1 expense .. but it's about the same amount of work as making a separate expense -- and then the totals match)
Anyway -- since some of my gigs have a lot of gear, I have a car service each way, and then sometimes for my crew. So having to fill in a lot of details instead of just changing the note/total is pretty repetitive. Even now if I save the expense, it closes but I can re-open and duplicate it -- but the date resets to "today" not the date of the duplicated expense.
All of these items tie together making the process a little tedious based on the current functionality. This is why I originally combined these ideas. Save vs Save and Close would make it faster to duplicate an expense. Similarly prefill from the last expense with that Vendor would also speed up entry. (I believe QBO asks if you want to fill or not -- so you can do a blank expense if you want). For me, each vendor tends to have the same expense item.