Wow! It's 2024 and I can't believe this is still an unresolved issue for something that seems simple enough and should be an absolute minimum requirement for a paid service with today's technology. Literally, the ONE thing I updated to the Advanced subscription for was to allow employees to submit their expenses and had every right to expect that this option would include access to the mobile app and the ability to snap a receipt on a mobile device.
The only way I've found to allow a user to snap a receipt in the mobile app (found through a Reddit thread and not through QB support which is ridiculous) is to set users up with the Standard Limited Customers and Vendors or Standard Limited Vendors Only roles. However, this is truly not a workable solution for expense submitters because there is no way to change the permissions to restrict access to areas I would not want an employee to view or potentially change. Expense submitters should not have access to view, edit, or review expenses submitted by others nor any other information not directly related to their submitted expense.
Why can the Expense Submitter role not have the same access/restrictions in the mobile app as the web version? All they need is expense claim submission and an option to snap a receipt. We should not be forced to allow access to other private financial or sensitive information just to allow them the ease of snapping a receipt for upload.
If there is a way to do this currently, it is not an obvious option and needs to be included in the help directory.
Amy Beck
Wow! It's 2024 and I can't believe this is still an unresolved issue for something that seems simple enough and should be an absolute minimum requirement for a paid service with today's technology. Literally, the ONE thing I updated to the Advanced subscription for was to allow employees to submit their expenses and had every right to expect that this option would include access to the mobile app and the ability to snap a receipt on a mobile device.
The only way I've found to allow a user to snap a receipt in the mobile app (found through a Reddit thread and not through QB support which is ridiculous) is to set users up with the Standard Limited Customers and Vendors or Standard Limited Vendors Only roles. However, this is truly not a workable solution for expense submitters because there is no way to change the permissions to restrict access to areas I would not want an employee to view or potentially change. Expense submitters should not have access to view, edit, or review expenses submitted by others nor any other information not directly related to their submitted expense.
Why can the Expense Submitter role not have the same access/restrictions in the mobile app as the web version? All they need is expense claim submission and an option to snap a receipt. We should not be forced to allow access to other private financial or sensitive information just to allow them the ease of snapping a receipt for upload.
If there is a way to do this currently, it is not an obvious option and needs to be included in the help directory.