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Stephen49
Level 1

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

We do not need our employees to select a "Donor", so I would like to remove the option.  I would assume a for-profit organization calls this "Client" (but I'm not sure).
8 Comments 8
Maybelle_S
QuickBooks Team

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

Thanks for reaching out to the Community, Stephen49.

 

I would love to help you, but I need some information about your concern. Could you please provide more details on how your company is set up? Also, is it a Workplace third-party app or Workforce?

 

Any additional info or a screenshot of the interface will be greatly appreciated. We are looking forward to your reply. Have a good one!

Stephen49
Level 1

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

Sorry about that..  I am using the QuickBooks Workforce app.  What specific details do you need? Thanks for clarifying.

Stephen49
Level 1

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

Sorry about that, we use QuickBoooks Workforce. (screenshot attached)

 

What details do you need?

AileneA
Moderator

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

Hi there, Stephen49. 

 

Thank you for the additional details and the screenshot you provided us. This makes clear the goal you want to achieve. We have thoroughly reviewed your request to remove the Donor option when submitting time entries. Still, unfortunately, it cannot be removed as it is an essential feature designed to track time for billable hours for non-profit organizations. 
 

However, we understand your concern and value your feedback. Our product engineering team is always working on enhancing our products and services to meet our customers' needs and goals. We encourage you to submit your feedback so that we can understand your requirements better and make necessary improvements. 
 

Here's how to send feedback: 

 

  1. In the Workforce app, select Setting or More, then Settings.
  2. Choose Help & Support, then Suggest an idea.
  3. Enter your feedback, and click Send feedback.

 

For more details about sending feedback, please refer to this article: How do I submit feedback?

 

These resources also cover topics on how to manage time off data and other time-related tasks:

 


Thank you for reaching out to us, and please don't hesitate to let us know if you have any further questions or concerns. Have a great day!

tamars
Level 1

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

have you figured this out? it's a huge hindrance - we will not be able to use workforce for this reason 

ShyMae
QuickBooks Team

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

Ensuring a smooth and efficient experience with the Workforce app is essential, as it significantly enhances your team's productivity and effectiveness. I acknowledge your point of view on this matter, Tamar. Your concern is valid. 

 

While removing the Select a Donor option entirely on the Workforce app isn't possible, I'll provide a workaround on how your employee tracks time without adding a customer or donor.

 

To avoid needing your employees to select a customer or donor when clocking in and out on the QuickBooks Workforce app, you can manually unassign a parent or child customer that your team members can use through your web browser.

 

Here's how to do it in just a few easy steps:

 

  1. Click the Customer menu on the lower left side of the screen.
  2. On the Manage Customers area, click the Gear icon.
  3. Select Assigned to All, and you'll see the customer with a checkmark.
  4. Manually click each customer, then untick the Assign to all team members box. Once done, Save.
  5. Repeat the same process for another customer.

 

Sample.png


Once you've unassigned a customer to all of your employees using a web browser, your employees can track their work hours without assigning a specific donor.


Additionally, you can review this article for guidance on creating, updating, and approving/rejecting time entries for your team members: 
Manage timesheets in QuickBooks Workforce.

 

For future reference, you can run the Wage report to gain a comprehensive list of your team members' names, detailing their hours worked, pay rates, and total wages.

 

With the workaround above, your employees can streamline their experience and make it easier for them to log their hours. Please be assured that I'm here to back you up. 

user02816
Level 1

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

With over 300 donors in our system, this is a RIDICULOUS work around solution.  Either the default should be that Donors/Customers are assigned at the time an employee is added to the system (and additional donors/customers added by the employer thereafter) OR there should be a remove all/assign all option in the Manage Donors tool.

Mirriam_M
QuickBooks Team

Can I remove the "Donor" "Select a donor" option from the Workplace App that my employee use. They see it when they submit a time entry.

Hello, user02816,

 

We understand your frustration with the current setup.

 

Managing over 300 donors and manually assigning each one is indeed time-consuming. You're absolutely correct that bulk assignment options, like default assignments during employee creation or a 'select all/remove all' feature, would greatly enhance efficiency. We truly value your feedback and ideas.

 

While this feature isn't available at the moment, we encourage you to share your suggestions directly with our Product Development Team. They love appreciate hearing from users like you, as your input helps shape future improvements.

 

To submit feedback, follow these steps:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Select Next to submit feedback.

 

We also recommend bookmarking our QuickBooks Online Blog to stay updated on product improvements and new features.

 

If there's anything else we can assist you with, please don't hesitate to leave a comment.

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