I suggest...

Expense Favorites

Can we set up Expense Category Favorites, similar to timesheet favorites? This would make expense reports less time consuming and less prone to errors.

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    Shelley Dunn shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        I believe that Shelley is actually talking about a filter to shorten the category drop down when you are CREATING an expense sheet (expense report). She isn't talking about creating a report on expenses stored in the system. Bob Gorham's comment appears to be trying to answer the latter case.

      • AdminBob Gorham (Admin, Dovico Software) commented  ·   ·  Flag as inappropriate

        Hi Shelley, I'm not sure if this will help your particular request but one feature you might want to use is the 'Filter' tab in our report building tool and select the expense category filter. Then select your favorite categories then select the 'Keep the filter picks made below when you save this report' checkbox and so only that expenses against that expense category will be shown.

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