Running Balance within Expenses

robertson1793 · ‎July 16, 2019

Hi, I'm just wondering as to what the purpose is of the running balance total within expenses? If I create an expense, the total goes up. If I create a bill, the total goes up. If I match a payment to a bill, the total reduces. At no point does the expenses related total reduce. If this is by design, why? It's almost as if Bills should have it's own table as that value both increases and decreases. What value does it bring from a business perspective? Regards, Rob

Intuit Zac · ‎July 16, 2019

Hi Rob,

Thank you for getting back to us on this and providing the step-by-step click path.

I know exactly which table you were referring now.

One of the use case for this total function I can think of is when you do a filter by transaction types, you can quickly obtain a snapshot of what's the total for different types of expense related transactions without running a report.

If you don't use the filter function, in this table then this total function might not provide valuable information for your decision making.

Hope this helps.

View solution in original post

Intuit Zac · ‎July 16, 2019

Most definitely, Rob. We love feedback! While I pass on your feedback to the relevant team, you can do the same by submitting an in-product feedback. Here is how:

How do I submit feedback?

- https://quickbooks.intuit.com/community/Help-Articles/How-do-I-submit-feedback/td-p/185775

View solution in original post

Intuit Zac · ‎July 16, 2019

Hi Rob,

Thank you for reaching out on this.

May I clarify if you are referring to the "Expenses" tile on the Dashboard of your QBO file or you are referring to an actual expense report, please?

Thank you.

robertson1793 · ‎July 16, 2019

Hi Zac, Sorry, I tried to upload a screenshot but it failed. 1. Click on Expenses on left had side of main screen. 2. Table appears that shows expenses, bills and bill payments This is the table I'm referencing. This table has a total value under the total column. This total is the sum of all expenses + bills - bill payments. If you only have expenses here it is a running total of all expenses, it never decreases. It only decreases when bills are paid. Is there a reason that this table has both bills and expenses in it when it looks like they are treated differently? What purpose does this total bring to the business? Regards, Rob

Intuit Zac · ‎July 16, 2019

Hi Rob,

Thank you for getting back to us on this and providing the step-by-step click path.

I know exactly which table you were referring now.

One of the use case for this total function I can think of is when you do a filter by transaction types, you can quickly obtain a snapshot of what's the total for different types of expense related transactions without running a report.

If you don't use the filter function, in this table then this total function might not provide valuable information for your decision making.

Hope this helps.

robertson1793 · ‎July 16, 2019

Thanks Zac. Pretty much as expected. In it's default state it's pretty pointless but with filters can become useful. Can we pass this on as feedback to get it changed or even removed? Regards, Rob

Intuit Zac · ‎July 16, 2019

Most definitely, Rob. We love feedback! While I pass on your feedback to the relevant team, you can do the same by submitting an in-product feedback. Here is how:

How do I submit feedback?

- https://quickbooks.intuit.com/community/Help-Articles/How-do-I-submit-feedback/td-p/185775

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Running Balance within Expenses