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
6 months ago

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

Brandon Bruce
Get notified by email when there are changes.