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