I am creating a process where it tracks our reimbursement claim forms. In another app, it is a list of invoices with attachments sent over by Xero. When a claim form is created, I link it to the relevant invoices. But, to determine which invoices has already been claimed for, I created a simple category field "Claimed" with a toggle of "Yes". This need to be done manually when putting together a claim record, toggling the "Claimed" via the reference box when an invoice is linked. So that way it will list only invoices that hasn't been claimed for in future entries.
Is there a way to remove this manual process - ie is it possible to create a team report of invoices which are not yet related to another related app? Rather than filter out the invoices which "Claimed" field are not yet toggled as "Yes"
Thanks for your time and look forward to your assistance.
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