Standard Categorization & Advanced Custom Categorization
Within QBO, I have a construction client with independent contractors working as project managers. As part of the company's reporting, they like to track how much was spent in a category during each phase. This means I have created the subaccount "Supplies" multiple times - Fabrication/Supplies & Installation/Supplies - Fabrication & Installation have other repetitive subaccounts as well. I want to encourage the use of Expensify cards/mobile apps for each project manager.
Categorize Expenses Setting
Choice between Standard & Advanced Custom
- Standard being the automation that exists now
- Advanced Custom being
- the ability to check/uncheck accounts/subaccounts (pulled from QBO connection) that a project manager (User) could choose from on each transaction (instead of automatic as in the Standard) - a project manager would never need access to assign anything to the account, "Office Supplies"
- the ability to check/uncheck the project/s a specific project manager (User) can assign expenses to
(Utility = Account, Telephone = subaccountlevel1, Electricity = subaccountlevel1, Power Company = subaccountlevel2, Solar = subaccountlevel2)
☐ Power Company
It's important the Admin be able to check Telephone, Power Company, and Solar without making Utility or Electricity a choice for the User.
To the User, the choices in the dropdown should read Utility/Telephone, Utility/Electricity/Power Company, and Utility/Electricity/Solar (pulled from the QBO Chart of Accounts).