Add Paid vs Unpaid field to the Expense Tracker
Dave Robertson
Add a Paid vs Unpaid field to the Expense Tracker so users can track expenses that have been invoiced (but unpaid) vs expenses that have been paid.
Dave Robertson
Merged in a post:
Invoice Approval and Payment Tracking Feature Request
Mark Gray
I’d like to suggest adding a feature in the Project Accounting section, perhaps as a dedicated tab, where users can upload or log new invoices and have the ability to check off whether each invoice has been approved and whether it has been paid. This would help streamline the payment tracking process and give users a clearer overview of outstanding and completed expenses within each project.
Dave Robertson
Hi Mark,
Are you referring to a "Receipts Inbox" where users can upload a picture of a receipt, and then you can see if it's been attached to a transaction?
If so, you're in luck that's actualy what we are working on now.
Mobile App Receipt Scanner
We are adding a "Receipt Scanner" to the Mobile app to allow users the ability to easily upload photos of receipts to the "Receipt Inbox".
Receipt Inbox
The Receipt Inbox will have a view showing all receipts uploaded for the project, and a "status" showing whether it has been connected to a transaction.
Expense Tracker Transaction View/Paid vs Unpaid Tag
We are also planning on revamping the Expense Tracker to add a new Transaction view with a Paid vs Unpaid tag as well.
Mark Gray
Dave Robertson
Yes the Transaction view with a Paid vs unpaid tag would work perfect for what we are looking for