For my first credit card reconcile I had 75 items pending submission, which is a lot to see on the screen. When I add an unreconciled Credit Card Transaction to my Items Pending submission, I spent a lot of time scrolling looking for the item to reconcile. I was really only able to find it because of the missing attachment icon without having to scroll line by line. It would be nice to filter the list with a (newly added) flag column, or give a search box with paging like there is for the Unreconciled Credit Card Transactions
Jason Warmby
| Company | Hathaway Dinwiddie Construction |
| Job Title / Role | Director of IT |
| I need it... | 3 months |
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Hi Jason,
I'm going through some older suggestions. Were we able to meet your request with the changes we made earlier this year?
Hi Jason,
There have been many new items added to the expense management in the last release. is this item now resolved?
Yes, Search & Filter controls on both Unreconciled Credit Card Transactions and Items Pending Submission. When Adding a reconciled Credit card transaction, have it stand out somehow so we can find it to attach receipts and code it. When reconciling a large amount of credit card transactions, imagine working though a pile of receipt images, searching through the Unreconciled Credit Card transactions looking for the right one, clicking ADD, then have to search again looking for where it appeared in the Items Pending Submission list. This workflow can be improved with search/filter.
maybe also when clicking ADD, add it to the Items Pending Submission, and immediately open it for Editing the Expense Item
This is a great use case. For the filter, do you there being two filters? One for the unreconciled items and the other in the screen below?