Numbered line items

  • 1
  • Idea
  • Updated 6 months ago
  • Not Planned
I think it'll be a good idea for items being entered into an expense report to be numbered by line item
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Redden, Dana

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Posted 7 months ago

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Aashnee Kamboj, Community Moderator

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Hi Dana,

Thank you for putting forward the idea. We will have this discussed internally with our team and update you
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Richard, Design Team Manager

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This is currently not planned, as I have not heard this request for.

Could I get some more information on how this would be used?  Is it to aid in communication, where the expense entry's description is not enough to know which line is being talked about?  Is it related to wanting a unique reference for integrating the expense entries with other systems?
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Redden, Dana

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For example we use the expense reports for commission. Commissions amounts are based on appointments made per month. Once 10 appointments are made the 11th appointment (line item )is at an increased rate. the next increase is at the 20th appointment.  It would be helpful if the user had a number system to know when to use the "higher rate". It would be an extra internal control for us especially when the supervisor is approving the commission. Thanks