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Expense Tracker
Track Expenses Within Salesforce
- Business Need
- Time & Expense
Let your employees file expense reports within Salesforce! This app supports filing expenses across different vendors and categories, as well as Manager approval processes, dashboards, and reports.
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Showing 6 of 6 Reviews
Are we planning to upgrade the version?
Are we planning to upgrade the version, considering this one still uses Process Builder, which is now end-of-life?
How is it possible to manage the approval process for changing people or criteria?
How is it possible to manage the approval process for changing people or criteria?
Amount Field....
Great app! the only problem I have faced is that the Amount field on the Expense Items object does not support any decimals. So I cannot create an item of the cost $50.99, which is a major drawback. We had to create a custom field as well as a custom roll up summary field on the master Expense object. But we still cannot remove the field from the page layout as it is a managed field We have had to create ugly solutions like validation rules for this
Why a managed package from Salesforce Labs?
I wanted to use this as a starting point for my project. However, as a managed package, I cannot. Is it really not available elsewhere as an unmanaged package for a starting point?
Almost there
I had high hopes for this app since it seemed to do exactly what I needed. However, the issue I have is that the amount field rounds the dollar value up, and I'm unable to modify the field settings since it's a managed package. Unfortunately, that's a pretty big dealbreaker for an expense reporting app.
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