I can't see the client allocation % in expenses

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  • Idea
  • Updated 2 months ago
  • Under Consideration
Hi.

In Gen2, we were able to see the list of clients and their % allocations when adding a project to an expense form.

In Gen3, we can only see one client name and no indication of %. Is there a way to view this on the expense form without having to run a report?

Thanks.
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Ballard, Elaine

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Posted 4 months ago

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Aashnee Kamboj, Community Moderator

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HI Elaine,

We will have to look into the setup a little more. We will have our support team reach out to you and help you with the same. 

Thanks,
Aashnee
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Ballard, Elaine

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Hi Aashnee .

Today I spoke with a support representative who told me that it isn't a current feature in expenses.

Please can you amend the status of this post to an idea instead, and forward them the following:

In the project management area, we can see the list of clients with their % allocations, if we hover the mouse over the blue link:
 

Can this list be replicated when a user adds the project to their expenses and hovers over "Client" as indicated here?:


Currently, we can only see the 1st alphabetical client name which is confusing and not accurate for the user.

Thanks, Elaine
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Aashnee Kamboj, Community Moderator

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Sure Elaine,

We have changed this to Idea and forwarded the same to the concerned team. We will keep you updated with the progress
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Derek, Product Manager

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Hi Elaine,

This isn't something we've heard a lot from other customers so we don't currently have any plans for this. But we'll certainly leave this post open to see if others are looking for the same thing, which would help move it up the priority list.