Payroll > Expense Report Filtering

  • 1
  • Idea
  • Updated 3 years ago
  • Not Planned
We are migrating to Gen 3 next month and we need to have a filtering option for the Expense reports in the Payroll tab.  Currently the only options to filter by description, time frame and user.
Photo of Cummings, Rochelle

Cummings, Rochelle

  • 10 Posts
  • 1 Reply Like

Posted 3 years ago

  • 1
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Lingaraj Dharwad, Product Champion

  • 1100 Posts
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Hi Rochelle,

Thank you for using Replicon community,

Please provide more details on what exactly you mean by Expense Report? 

Thanks
Lingaraj

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Photo of Charlene Eriksen

Charlene Eriksen, Product Manager

  • 366 Posts
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Hi Rochelle,

What additional filters are you looking for?

Thanks,
Charlene
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Charlene Eriksen, Product Manager

  • 366 Posts
  • 37 Reply Likes
Hi Rochelle,

We don't have plans to add any additional filters at the moment. If you get back to us with the specific filters you need and how they are used in your workflow, we can reassess. For now I'll mark this as Not Planned.

Thanks,
Charlene
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Huff, Rochelle

  • 4 Posts
  • 1 Reply Like
Believe it or not, my name is also Rochelle and have the same request. Here's an example why it's necessary. I have 39 enabled expense codes and 9 disabled. When I filter an expense report, I have to select each of the enabled expense codes since the disabled ones are also displayed. If I add a new expense code, I have to go into every expense report and add it to the filter rather than being able to select enabled vs disabled or both similar to selecting users or projects by status. I might miss a report and not catch the new expenses.

Thanks,
Rochelle
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Raghu K, Community Moderator

  • 163 Posts
  • 9 Reply Likes
Different topic

Please reference the new conversation here: Report filter for Expense code