Currently, when you enter expenses on behalf of an employee (as an admin), the drop down list of employees is sorted by employee number (see screenshot). The employee number isn't displayed. Only the employee name is displayed, so it took me a while to figure out why all the names were "scrambled". It would be easier to find someone in the list if it sorted by Last name alphabetically. Employee number is a highly arbitrary way of sorting by default.
Company | Alcorn Construction |
Job Title / Role | Controller |
I need it... | 1 month |
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This case was shipped. It was fixed, and with the recent update to Keystyle (on 2/24/21), this issue has been unwound. Employees in Expense Posting and when entering expenses on behalf of others has reverted to by employee #, and it should be by alphabetical. Most people do not think in terms (or have memorized) employee ID numbers. Please fix this again. Also, inactive employees are showing up in the Expense Posting list. There should be a way to purge inactive employees in order to shorten the list. This used to be the case, and it seems the new update has created this problem.
Matt - for our hosted customers, the updates are applied automatically on a monthly basis. You shouldn't need to do anything to receive the update - the specific update window should be communicated to by the hosted team and also in the release email that is sent out monthly. Hope this helps, thanks.
How do I apply updates? We are VEC for Vista and our Keystyle server is also in the cloud. Is there someplace in the portal settings where I apply updates?
Hey Matt - sorry about that, I must have selected the wrong option; it's "in development" at the moment and yes will do the same for Expense Posting per your comment. Expect to see it shortly in an upcoming release (you'll need to apply the update to see the behavior).
Cheers
Kevin, I see it is marked "shipped" but i don't see any change from my end? Does someone need to do push an update to our server before I see the new feature?
Thanks! Will development do the same for "Expense Posting"?
Good suggestion! Will discuss with team but agree that alpha sort makes sense since employee number is not shown. Thanks
Also, same suggestion for the drop-down list in "Expense Posting".