This seems so basic, but I’ve not seen a good simple post about it.
I pay for stuff, the company pays me back. But… I need this workflow:
- Find all reimbursable expenses which have not yet be reimbursed
- Put them in their own sheet which I can export and send to finance with receipts
- When I receive the reimbursement, check off that these transactions have been reimbursed
Right now, I just see that there are “categories” but that’s not really correct… also no way to handle the workflow part of it, or even see all transactions in a category in a new place (without my own FILTERS, etc)
Searched this forum and community templates but nothing obvious came up.
In the old days of quicken and what not, I’d have a separate account, I’d transfer the expense to that account, and then I would know when it was cleared, because I’d transfer a positive amount to that account to zero it out.