Quick Expense Button

2 Votes Requested
Fun Coast Rental
Mar 30, 2026 4:13 PM
Member for 5 years 26 posts

A "Create Expense" button located right next to the Create Quote/Create Booking/Block Off cluster at the top of the OwnerRez Bookings page for PM module enabled users. This way, they don't have to navigate extensively through PM>Expenses>Record Expense.

Michael E
Apr 2, 2026 5:31 PM
OR Team Member Member for 2 years 34 posts

I like this idea.  Not sure I would put it with the create booking 'cluster', but it is good to have easy access to the most used features. Is this one of them? When I do manual expenses, it is at the end of the month, all at once, so I'm hanging out in the PM > Expenses page. I'm not going there every day.   Let's hear from others with their votes and voices.

 

 

Fun Coast Rental
Apr 4, 2026 9:57 AM
Member for 5 years 26 posts

I should mention during day-to-day ops, I spend most of my time on OR on an iPhone (mobile). So having in that cluster would be incredibly beneficial—particularly for mobile user layouts.