We would like an option to default the description box of the "Quick Add" feature to blank when entering an Expense.
When the Quick add description is filled out automatically, the description is not very useful and is appended at the front of the description field that is coming from the credit card import, moving all of the useful information from the credit card import further back into the field.
This field is also limited to 30 characters after import to Vista, so all of the useful data is cut off from the field after import and usually all that is left is "Quick add at (time and date)"
Guest
| Company | Shaw Construction |
| Job Title / Role | IT Manager/Systems Administrator |
| I need it... | Yesterday...Come on already |
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It would be ideal if the default description only appears if the user does not enter anything on first entry. Having something like "Quick Add at 2:05:37 PM" inserted as the receipt description is challenging to back space to remove from mobile. Just let users type their own description in here and if they leave it blank, you can insert that default message. This suggestion is specific to Reimbursement Types. We have not tested Quick Add for Credit Cards.
We would like a setting to not allow the description field to be edited on credit card transactions if this setting is turned on.
Is there a way to make the "Description" field on the quick add screen to be a notes section? Instead of modifying the description field, the notes field would be edited. The Description field we believe should only be modified by accounting/whoever uploads the credit card charges.