Expense Claims
We are in the process of implementing Expense Claims to capture employee paid and credit card transactions. The only resource I can find is one video, and the process is somewhat explanatory but I have a few questions:
1. When adding details to the receipt the employee can request reimbursement. But then I have to touch every transaction to code it to the vendor associated to the user. Is there a way to link the two?
2. Same question for credit cards - if the employee does not request reimbursement I have to code to the associated credit card account.
3. Split transactions - it appears only one category can be associated to an expense. That would mean the employee would enter two transactions for the same expense (an example is sales tax).
4. Categories. Is (or will there) be a way to group categories? We have several distinctly different groups of staff that will use different sets of categories.
5. Information defaults. There does not appear to be a way to default information (rules) or even pull in the terms for a selected vendor (when coding in QBO).
6. When matching an expense claim to a bank (credit card) transaction, the cc transaction first has to be coded and added to the register - which is the other way around from what we are looking for... and it seems that no matter what is entered on the expense claim, the bank transaction supersedes coding, notes, etc.
That was long! Sorry and thanks for any assistance.
Katherine