The current layout for viewing expense claims can be cluttered and difficult to navigate, especially for approvers managing multiple claims from various users. It would be extremely helpful to have enhanced filtering and sorting capabilities in the expense claims view.
Suggested features:
1 Filter by claimant that isn't overridden immediately after going through a claim – easily view claims submitted by a specific user.
2 Sort by date of lodgement – quickly identify recent vs. older claims.
3 Sort or filter by expense category – streamline review based on type (e.g. travel, meals, etc.).
4 Additional filtering
These improvements would greatly enhance the usability and efficiency of the expense claims workflow, especially for businesses managing high claim volumes.
Paulo Penano
supported this idea
·
The current layout for viewing expense claims can be cluttered and difficult to navigate, especially for approvers managing multiple claims from various users. It would be extremely helpful to have enhanced filtering and sorting capabilities in the expense claims view.
Suggested features:
1 Filter by claimant that isn't overridden immediately after going through a claim – easily view claims submitted by a specific user.
2 Sort by date of lodgement – quickly identify recent vs. older claims.
3 Sort or filter by expense category – streamline review based on type (e.g. travel, meals, etc.).
4 Additional filtering
These improvements would greatly enhance the usability and efficiency of the expense claims workflow, especially for businesses managing high claim volumes.