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Global view of outstanding reimbursement amount.

kotkot Expensify Customer Posts: 2 Expensify Newcomer

From the user (reimbursement requester) perspective, it would be great to see a global view of outstanding amounts to be reimbursed. It is possible, I know, to see this per report but it would be great to see a top-line metric that showed me how much money I was still awaiting for reimbursements.

For example something like this:

submitted: $XXX.00 | processing: $X,XXX.00 | reimbursed: $XXX.00

1
1 votes

Already supported · Last Updated

This can be accomplished from the Expenses page. 😀

Comments

  • Sasha KlugerSasha Kluger Expensify Success Coach - Admin Posts: 114 Expensify Team

    Thanks for the idea @kot!

    In Expensify, you can get a good idea of the outstanding pending report balance if you go to the Report Page and filter to show "My Report Only" along with the correspond report status (i.e. Processing or Approved). Would this get you the information you're trying to access?

  • kotkot Expensify Customer Posts: 2 Expensify Newcomer

    Hi @Sasha Kluger. Thanks for the reply, and yes, broadly that gets to what I want but, unless I'm missing something, it still doesn't show the total amount in $$, which is, for me, the key piece here.

    My use case is: I get a lot of random expenses reimbursed at various times in the month, the report process is managed by my company, and unless there's an issue, the reimbursement sort of just travels through the system until it eventually shows up in my bank account. I often have a few reports that have been approved and pending payment so I have to total them separately to get a picture of what's coming my way. As I manage my personal expenses / reconcile credit cards, etc. it would be nice to know, at a glance, what I'm expecting to have come into my bank at a given time.

    Perhaps, this is not something that others would use a lot, so I totally understand, but for me it's just that high-level / at a glance thing that I'm after.

  • Mark LouisMark Louis Expensify Team Posts: 136 Expensify Team

    Thanks for the additional context @kot ! We'll leave this idea open let other Community members upvote and add their use cases. Be sure to vote for your own idea!

  • Rachael HopkinsRachael Hopkins Expensify Success Coach - Admin Posts: 825 Expensify Team

    Actually @kot you can do what you need already, from the Expenses page.

    Filter for:

    • Reimbursable
    • Status = Unreported, Open, Processing, Approved
    • Select All

    This will give you a grand total at the top, and you can play with the status filters to see the difference between All 4 statuses vs Processing (awaiting approval) vs Approved (awaiting payment).

    Unfortunately the timing will always be under the control of your Policy Admin so we can't indicate that!

    In light of this, I'm going to close this Idea!

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