Settings and activity
14 results found
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181 votes
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31 votes
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Margaret Valletta
commented
THIS! Every time employees have to submit their expenses, in some cases 50-70 at a time, they enter their USD amount that I need to pay them. Which in turn converts to GBP. I then need to painstakingly keep track on an excel spreadsheet of the USD amount of each expense item so that we pay them the proper amount! It's such a waste of my time! Can you please find a way to create something that I can generate (report) of the original currency amount to make this process run smoother? The entire expense report module should be looked at as there is no reporting functions for anything expense related (Already made a bunch of suggestions). This could be so helpful for auditing as well. And, employees like to know how much they have entered in expenses (In USD for example), unless they add them all up themselves, they have no idea how much they are due as well!
Margaret Valletta
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8 votes
An error occurred while saving the comment Margaret Valletta
commented
When deleting file from an invoice, a prompter comes up asking if we really want to delete that file. But as noted above, with a contact that has files attached, there is no prompter to make sure the file is not deleted by accident. PLEASE make this happen! It is way to easy to delete important attachments that are irretrievable
Margaret Valletta
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19 votes
An error occurred while saving the comment Margaret Valletta
commented
It would be very helpful to be able to split a submitted expense among multiple customers for recharge. It would also be very helpful to be able to tag those expenses to multiple "clients" or specialty "tracking category".
Margaret Valletta
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31 votes
An error occurred while saving the comment Margaret Valletta
commented
Would love to be able to create expense report for review that lists all expenses for an employee or selection of employees by DATE of expense to review for overlap. Would also like to be able to search the expenses by the tag that the employee uses? I feel like there is something missing with the expense reporting feature that allows for error, for oversight, and over payment. (Like duplicate submissions, similar submissions, the ability to see how many employees submitted expenses on that given day for check/review for over spending. Bouncing from employee to employee for comparison or review is a real pain.
Margaret Valletta
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43 votesMargaret Valletta
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12 votesMargaret Valletta
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15 votesMargaret Valletta
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7 votesMargaret Valletta
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9 votesMargaret Valletta
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11 votesMargaret Valletta
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33 votesMargaret Valletta
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12 votesMargaret Valletta
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31 votesMargaret Valletta
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It is so time consuming to have to go back and look up every single expense that is being billed to the intended client so that we can. download and then upload those receipts to the billed client. Why on earth would those receipts not carry through for us to decide if we want to have them "viewable" to the billed client or not? If you are going to provide us the means to bill items to clients, we should also have the files transfer over and THEN have the option to include or not include them as visible to the client. Its just good, simple paper trail. Lets get this done please!