Are there any future enhancements where reporting (expenses) will be able to be downloaded via excel to be used as an upload?
There is nothing here under expenses. I am trying to understand why under expenses we have an option to select a “Vendor” or “Customer”. If we select “Customer” how do we assign a vendor? Because what if we have a customer who we bought materials for and we used a vendor? If we select “Customer” when assigning an expense what is the benefit? Is it tracking “Total” or “Amount” spent on a specific customer and it displays it in their account? I’m not even sure assigning a customer to an expense is doing anything, at least anything beneficial to us business owners.