This is not as much for my accounting as it is for my expense versus profit analysis. I wish I could tap on a customer and scan receipt to different projects, that would be a nice tool.
Hi TJ, one way you can do this is through the "Reports" tab by creating a report for each client. Then when scanning receipts, you can add the receipt to a report before saving. Please refer to quick editing: https://easyexpense.document360.io/docs/quickly-editing-expenses
Please feel free to let us know if this doesn't work for you, or if you prefer a separate client tab.
Comments1
Hung Nguyen
Jun 12, 2023
Hi TJ, one way you can do this is through the "Reports" tab by creating a report for each client. Then when scanning receipts, you can add the receipt to a report before saving. Please refer to quick editing: https://easyexpense.document360.io/docs/quickly-editing-expenses
Please feel free to let us know if this doesn't work for you, or if you prefer a separate client tab.