Currently, I can invite a coworker to add notes to any uncategorized expenses. This works great for inviting a controller or finance manager.
However, there are coworkers who only need visibility to certain expenses.
I want to be able to select one or more expenses on the Dashboard and invite a coworker to add notes.
I also want to be able to set up a rule for a coworker to only see uncategorized expenses from a given source (for example, their credit card) and not all uncategorized expenses.
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Completed
Feature Requests
10 months ago

Brandon Bruce
Get notified by email when there are changes.
Completed
Feature Requests
10 months ago

Brandon Bruce
Get notified by email when there are changes.