Our current process for lost/missing receipts is for the employee to fill out a form verifying that they made the purchase and the reason they do not have a receipt (lost, not provided, etc.). They then can attach this to the expense. My suggestion is to add a missing receipt 'checkbox' that, when used by the employee, prompts them to certify the purchase is valid and select a reason. This would then allow them to submit the expense without an attachment when the attachment requirement is turned on.
Ann Youngberg
| Company | Journey Group |
| Job Title / Role | Software Technical Trainer |
| I need it... | 6 months |
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An extension to this idea would be to add the ability to create a link to a Checklist. See https://keystyle.ideas.aha.io/ideas/KDS-I-3705. If they have a lost receipt, they could fill out the checklist and sign that it was a company expense, etc. It would be great if this would auto-attach to the Expense item selected in the Checklist, but the ability to add a link on the Expenses page would be a great start.