Expense claims issue
We use QBO to manage staff expenses. They submit the expenses, they are then reviewed and, if OK, we "Create expense".
In order for these expenses to be reimbursed to employees via our payroll, I typically go to the Expenses screen and select the relevant date range and do an export, that I pass on to our payroll team. However, I have realised today that the filter and export work using the transaction date and not the submitted date.
So, if an employee is a bit late submitting their expenses and they submit a claim for an expense that was transacted in a previous time period, then there is no obvious way for me to tell.
I have tried running the Expenses by supplier summary report, but that can't be used to cross-check, as it only provides the net amount (excl. VAT).
What I need is a way to view all expenses logged in a specific time period, so that I can be sure that staff are being properly reimbursed, or to be able to mark an expense claim as paid. Am I missing something, or is there no way to check?