Settings and activity
7 results found
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26 votes
An error occurred while saving the comment 
Kristy Dinsmoor
supported this idea
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22 votes
An error occurred while saving the comment Kristy Dinsmoor
commented
I'm not sure if this is exactly the same, but we need to be able to make a report where we select certain projects only. For us, each department has several projects and one department budget. I need to be able to show them the current total across all of their, but only their, projects.
Kristy Dinsmoor
supported this idea
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13 votes
An error occurred while saving the comment Kristy Dinsmoor
commented
Yes. The vendor/customer, the date, and the amount should be locked. But sometimes budgets change and staff make mistakes in the fields they fill out. Some expenses associated with one project, budget, etc. may be mistaken or re-negotiated to another for so many reasons. We NEED to be able to go in and edit, even if it's only admins maybe. This is so crucial. I spend so much time undoing my reconciliations, deleting bill payments, changing expense claim info, re-approving, re-reconciling, and then closing my bank rec again. I'm not referring to customer, as that should be straightforward. Also, no matter what the employee puts, you can merge those contacts later. For example, I don't care what "Marriott" it was. I don't need 25 Marriott contacts in our database. But our staff will often input the full hotel name like "Courtyard Marriott Sacramento". For this reason, I do see the utility in being able to change the contact OR what I think would be better is if the staff had to pick from contacts already in the system or add a new one just like we do. That way if my staff started searching for an entry with Marriott in it, they'd probably just pick the Marriott vendor we already have in there. But what I need to change more is the project and the tracking categories. Each of our departments has a budget and many of our projects are associated with specific grants/funds. Sometimes the staff enter the wrong one or we decide to reallocate where the grant fund will go later and need to change these fields.
Kristy Dinsmoor
supported this idea
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39 votes
An error occurred while saving the comment Kristy Dinsmoor
commented
This is so important. We have projects and tracking categories for a reason but if our staff can skip them, what's the point?!?! We NEED this please!!!
Kristy Dinsmoor
supported this idea
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13 votes
Thanks for your idea, Ian. We'll start to get a sense of the interest from community in searching and sorting by the Spent by field from your post here.
An error occurred while saving the comment Kristy Dinsmoor
commented
I don't see the utility in this. Once the claim is reconciled, you can look at that contact/vendor. If you need to see what was spent "at" that company, you just look there...
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3 votes
Hi Camilla, thanks for your engagement on this idea regarding an item field in expense claims. We know that it's not possible to add an inventory item directly to an expense claim and the current process to track inventory for an expense is to raise a bill instead. 📊 The team is still looking at the best way to address your feedback, and while we can't promise a timeframe just yet, please know that we will be watching this to see how much interest it might generate 👀
Kristy Dinsmoor
supported this idea
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10 votesKristy Dinsmoor
supported this idea
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Staff need a place to log return/refund receipts and notify the accounting/bookkeeping team. Just as with expenses, we need a way to associate these with projects, custom tracking categories, etc. It makes no sense that our staff to into Xero to let us know when they spent money, but can't let us know they unspent it. And it's confusing for staff to say "Go to Xero with expense receipts" but "email me with return receipts". Also, the email doesn't guarantee you collect the right info. And if we need to associate this with a project, the only way currently is to create an invoice, which we can only do once the employee emails us. Can you imaging having to do this with many staff, locations, departments, etc.? It leaves a larger burden on the accounting team. Also, if you have any kind of protocols where a department head may go into approve expense claims for their team, it adds another layer/operations to setup if/how they approve this return... It would be MUCH better if the staff and department heads were using one function for expenses and expense refunds. Thanks!