Feature Requests for Receipts for Expense Payments = Split Categories and Amounts

AccountsProAccountsPro Member Posts: 26

One till slip could be paying for several payment expense categories. Most of my clients do the same, shop for multiple things at one store.

I'd like to suggest a feature for us to choose to split / add more category and amount allocated to each category when updating receipts.

Otherwise, I may as well just to do ledger journal entries for each one, which is sad because the app is awesome other than the lack of splitting categories and amounts spent.

Alternatively and for example, if the client had four different categories on one slip, I will have to do a manual category split and summary on the till slip, then upload its image four times, and then allocate each image. Very tedious.

Please let us know if this is up for consideration. Thanks!

Comments

  • ConnorMConnorM Member, Administrator Posts: 389 admin

    Hey @AccountsPro! Thanks for taking the time to explain how this would affect your clients' workflow. At present, what they can do is set that initial category (which doesn't let them add additional ones at that time, that's correct), which will then create the corresponding transaction in their Accounting > Transactions page. By navigating there, they can click the transaction, split it, and assign those different categories right there :) It's exactly as you'd like it to be!

  • AccountsProAccountsPro Member Posts: 26

    Thanks @ConnorM, we will give it a whirl.

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