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Please Add Drop Down Menu In Posting an Expense

Stacie S
Sep 24, 2023 3:50 PM
Joined Mar, 2019 24 posts

We love these Property Search Field when filtering expenses.  Can that same type of drop down menu be included in the Post Expense page?  Scrolling through a long list of owners/properties adds to the time when posting expenses, especially when you can't remember the owner's name.  I usually use the bulk uploaded spreadsheet, but sometimes it's just quicker to do one-offs.  Thank you!!!!

Shawn H
Oct 3, 2023 6:31 PM
OR Team Member Joined Aug, 2021 221 posts

Hello! You can type to search what you're looking for on the Record Expense screen, and with any dropdown in the system actually. Note though, if you have properties named similarly owned by different owners it doesn't work perfectly - you have to type it perfectly for it to find it including any spaces. But many times you can probably get close and then use your arrow keys, then tab key; and/or mouse to select. For the Owners dropdown on the Record Expenses Screen, using an example from your screenshot, you can start typing "Bet" and then quickly be able to select Betsy or Betty. Give these a try!

We'll keep this in mind though as time moves along and see about adding traditional typeahead/search options elsewhere, like we've done in some other places.