Inbox total dollar amount for reimbursement - feature request

JeremyH

In the inbox, when there are X number of reports to be reimbursed, I would like to see a total dollar value for the entire list. Right now I have to select and paste all of the reports to Excel to see a total dollar amount to transfer into our reimbursement bank account.

Nicole Mendonca

Hi @JeremyH! Just to confirm, you would like to see a total of expenses that will be reimbursed in one go?

It looks like your reimbursement threshold on your policy is $0.01, which means you are triggering ACH for every report manually. What you can do is sort on the Expenses page by Approved and Reimbursable expenses, click select all, and you'll get a total -

Hope that helps!

JeremyH

Thanks Nicole. While this does query what I'm looking for, I'd prefer to be able to do this at the Reports level.

Michael Haxhiu

Hey @JeremyH just to be clear, you can do this from the Reports page too (just like you are hoping). Just set the following filter reports by the "Approved" status which will show a list here:

You can select all your reports using the checkbox beside "Name" (in the left-most column) and that will tally up all reports that are in the same currency. Let me know if this helps you accomplish your end goal!