I had a partner e-mail me that she had a lot of expense receipts for reimbursement and she hasn't done them because the process takes so long in PE. It does seem like there's extra work, entering data into the Receipts screen AND the Allocation screen. Is there any way to combine those (similar to Tallie) to make the process easier for staff?
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Brad Podzius Hi Roger,
We recommend more training. There isn't any duplicative data entry necessary and most of the feedback we've received is that people seem to think adding a description to the allocation is necessary, but it's not.
The benefits of separating the receipt from the allocation outweigh the different screens. We can arrange a webinar in January sometime to help with training. I'll reach out to you next week.
Cheers,
Brad
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