Editing a shared expense bill

Posted by on May 20, 2012 No comments

We have introduced a feature in which a bill can be edited but still keeping the transparency level high.

That means you now edit a bill and what was exactly edited will be notified to all the new and old participants.

You can correct your mistake just after adding the bill.

Did a mistake while adding shared bill? Editing a just added bill

Did a mistake while adding shared bill? Editing a just added bill

Click to edit any bill

Click to edit any bill

NOTE: If you are editing the bill within some moments of your bill addition, NO notification of bill change will be sent. But if you edit a bill at a later stage a notification of bill change will be sent to all the participants.

Notification of bill update is sent to all old and new participants

Notification of bill update is sent to all old and new participants

When you edit a bill at a later stage the bill will be highlighted something like this:

Edited bill in the List will be highlighted

Edited bill in the List will be highlighted

You can anytime check what was edited in a bill by clicking the info icon

Difference between the original bill and the new updated copy

Difference between the original bill and the new updated copy

 

We hope you will love the new feature!

View all Excluded OR Settled Bills.

Posted by on March 14, 2012 1 comment

This post will answer questions like:

  • How to know if a sharing member has by mistake excluded a bill from main report?
  • How to search past dated bills?

its simple: go to Expenses > Click filter Expenses > make filters > Submit

1. Go to Expenses Page and click Filter Results

Go to Expenses and click Filter Results

Filtering out Bills: Go to Expenses and click Filter Results

 2. Provide the date range (optional) and other filters

Filtering Bills by date and settled criteria

Filter out the shared bills by date range or by their status (excluded/settlted)

 3. Include the Bill in current report if required.

Including an excluded bill

Note: You can include a bill only if it is NOT included in any older report.

Sending notifications for shared expenses

Posted by on February 3, 2012 No comments

How to notify about the shared expenses which are yet to be settled?

In shared expenses manager you can do this in two ways:

  1. Notify for a single expense – For a single expense a notification is sent (via mail) to all the participants.
  2. Notify for the whole shared expenses report – Mail reports go to the members.

So, how to do this? this is very simple.

For Single expense notification, just check the check-box which says ” Send notification of this expense to all participants.” while adding the expense:

Sending Notification for Single Shared Expense

Sending Notification for Single Shared Expense

For Sending the notification for the whole report go to Report and Mail > Just Notify and select the members whom you want to send the report.

Notification for Shared Expenses Report via email

Sending Notification for Shared Expenses Report via email