Skip to main content

At present, in order to generate expense claims from expense receipts, the claim option on the expense receipts form, automatically groups receipts by customer if the expense receipt is linked to a project/ service order or if a customer is selected. This results in an employee having different claims for each customer. 

I would like to get your thoughts on this topic. Your responses will greatly help our engineering team in building the right solution.

  1. Would you rather prefer if receipts were grouped by employee only irrespective of customer?
  2. Is there any other criteria by which you would like to group expense receipts automatically ?
  3. How often do you use the automatic claim option to group expense receipts ?
  4. If you are currently grouping receipts by customer, how does this benefit you?
  5. What don’t you like about the automatic grouping of expense receipts by customer?

Thank you!

Be the first to reply!

Reply