Ability to Attach Receipts In Expense Tracker | Voters

Ability to Attach Receipts In Expense Tracker

complete

Todd Jenkins

Ability to attach receipts or invoices to each individual expense entered in the Expense Tracker. Additionally, it would be helpful to have a notes section in the expense tracker that I can jot down some points regarding each individual expense that I entered.

October 31, 2019

Dave Robertson

marked this post as

complete

We officially launched new functionality to upload receipt/invoice images and PDFs to the Expense Tracker!

Dave Robertson

marked this post as

in progress

Dave Robertson

marked this post as

planned

Hi Todd, we have uploading receipt attachments for the Expense Tracker on our planned development list and will hopefully be completed by December. We will consider adding a notes area as well for additional notes if needed. I'm assuming the current description/memo area isn't adequate?

Todd Jenkins

Dave Robertson: That is great to hear! I use the description/ memo section primary to title the receipt and enter the receipt/invoice number. Essentially, it would be helpful for myself to add a note section in the expense where I can add more detail information about the expense. Prior to migrating to Flipping Force I would include notes such as what portion of the receipt is being applied to a particular category given that receipts can span different expense categories or I would make notes of what portion of the receipt is labor vs material. Once user management is up and running, this will help users more easily understand how expenses are being broken up and divided and eliminate any questions about expenses.