HI @jacobsingh I use the Tags Report and Tags column in the Transactions sheet to do this when I have reimbursements I need to track for Tiller. I use three tags:
- Unpaid
- Submitted
- Paid
You could export the Tags Report as a PDF for the “Unpaid” items then tag those all as “Submitted” after you’ve sent that. Then tag them as “Paid” once you’ve received the reimbursement.
I also use a “Receipt” column in my Transactions sheet and input a link to the receipt (stored in my gDrive) as technically since I’m being reimbursed I need to hold on to those receipts for tax audit purposes as well.
