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How do you manage your claims?

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2 years 1 week ago #4289 by Wei Mae Chen
How do you manage your claims? was created by Wei Mae Chen
How do you guys manage your claims? The transaction report generated with Excel doesn't allow auto sum of amount claimed by a person, or am I doing it wrong?
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2 years 1 week ago #4290 by Kap-Chew
Replied by Kap-Chew on topic How do you manage your claims?
It's Excel, you can sum it easily by yourself.
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2 years 1 week ago #4293 by Wei Mae Chen
Replied by Wei Mae Chen on topic How do you manage your claims?
Hi Kap-Chew

Yes, I did export the Excel however because the sum has "MYR" therefore it does sum up when selected. Let me show you a screenshot of my screen.

Any attempt to sum it becomes "0" and if I select the 3 figures, it appears as a count instead of the sum of the amount.
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2 years 1 week ago #4295 by Kap-Chew
Replied by Kap-Chew on topic How do you manage your claims?
I see. I didn't notice the currency string, as my claim reports are without currency. Later I think I will change the exported content to separate the currency string into another field, is that ok?
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2 years 1 week ago #4296 by Wei Mae Chen
Replied by Wei Mae Chen on topic How do you manage your claims?
Thank you! but also curious how did you do your setting that currency is not captured in your Excel? I wasn't sure if the field was compulsory when setting the claims.
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2 years 1 week ago #4297 by Kap-Chew
Replied by Kap-Chew on topic How do you manage your claims?
In your Expense Type, remove the Currency setting.
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