Dears I hope you are fine
when creating a report for Expense Claims Summary it shown summary for all claims
I want to make the same Summary but for one or more claim whatever he is an employee, member or any person
I hope to add this feature to Manager soon in next versions.
The report already lists every expense claim payer. Note that employees and capital account members who can submit expense claims are not expense claim payers unless specifically defined as such. Expense claims filed under those categories must be viewed through the Employee clearing account or Capital accounts.
If you want only a single person from the report, copy it to the clipboard, paste into a spreadsheet, and delete rows.
Trying to get a report for expenses paid and reimbursed filtered by specific employees from the beginning of the year till today.
The link to the Expense Claims Summary report is returning a 404 / not found - https://www.manager.io/guides/guides/expense-claims-summary-list and can never get this report to show any data - as the previous post shows.
I’ve created a custom report, but the “Expense Claim” > “Paid By” drop down does not show any users.
All the expenses are paid by employees, but also tried by configuring “Expense Claim Payers” which does get added to the “Paid by” drop down in expense reports in addition to the employees. I changed an existing report “Paid by” field from an employee to this new field but the default “Expense Claims Summary” still shows blank like the screen shot of the previous post nor in my custom report “Where” > ”Expense Claim” > “Pay By” > “is” drop down is null as shown in my screen shot provided above.
Please help - thanks in advance!