File-To-Report: Handling Multiple Clients / Cost Centers
Often you’ll need a way to keep track of separate groups of expenses, say for different clients or for separating your personal and business expenses. The file-to-report option provides an easy way to do this.
The screencast below walks you through it. In short, create a separate report for each client or category, say “BigCo Client” and “SmallCo Client”, assign a keyword to each report, say “bigco” and “smallco”, and include those keywords in the expenses you submit. For example, the expense “taxi 67 smallco” would get filed in the “SmallCo Client” report.
[...] rescue: I created a report for each of our cars, “Lexus” and “Honda”, and set up a keyword for each, “lexus” and “honda”. Now each time I get service done I record it with the [...]
would be great to be able to submit the image - this way I could make a snapshot of the slip with my cameraphone and attach it to report