Finance Dashboard Improvements

Owned by Reid Chandler
Last updated: Apr 23, 2024
1 min read

Easier Stuff

  • Remove ‘Advisor_Approved' as we have no reliable way of getting that

  • see spending by account code

  • ability to export reimbursements table to an excel/csv

  • ability to display all receipts on a vendor (make pdf of all receipts for a vendor)

  • Submit to Sabo Modal should mimic sabo form layout

  • food should always be on cash info bubble

  • add "calculator" section at top of finance view of finance page, remove refunds section

  • Make status a select for finance team.

  • 'Guest View' for Finance Page

 

Will Take Some More Effort

  • Likely to be resold ticket check mark on frontend (with warning to put in cash),

  • Look into auto-fill into SABO form

  • see spending by cost center

  • list 'call centers' - expense types (remove refund source, finance team will go in and add) [NEW] - should have a little blurb about each

  • add announcements section for users