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Level 4

How to hide Category Details section in Expense/Bill/Cheque form?

Hi All,

 

There are two sections (Category Details and Item Details) on expense/bill/cheque form to make entry. User may use either of the section - as per requirement. I want to restrict the user to create expense/bill/cheque by using the 'Item Details' section only. So, may I hide the 'Category Details' section from expense/bill/cheque form? Or is there any option in user management section to restrict the user for the said requirement? Please guide.

 

Regards,

Abdul Rehman.

Solved
Best answer 10-17-2019

Best Answers
Highlighted
Moderator

How to hide Category Details section in Expense/Bill/Cheque form?

Hello Abdul,

 

Currently, we cannot disable the Category details section of the bill. You can ask your users to just minimize it by clicking the Category details header.

 

I'll share your idea of "adding more functions to filter the access rights"with our Product Development Team. This would help us improve the product to better suit your business needs.

 

Your ideas are important to us and we want to hear more from you. Have a great day!

View solution in original post

3 Comments
Highlighted
Moderator

How to hide Category Details section in Expense/Bill/Cheque form?

Hello Abdul,

 

Currently, we cannot disable the Category details section of the bill. You can ask your users to just minimize it by clicking the Category details header.

 

I'll share your idea of "adding more functions to filter the access rights"with our Product Development Team. This would help us improve the product to better suit your business needs.

 

Your ideas are important to us and we want to hear more from you. Have a great day!

View solution in original post

Highlighted
Level 4

How to hide Category Details section in Expense/Bill/Cheque form?

Hi JamesDuant,

 

Thanks for your valuable input. The idea behind this requirement is to restrict user to create account heads (addition in CoA) and to avoid the mess in CoA. 

 

May I know that how the QBO Team deals with new requirement? I mean may a requester get the required feature in the next version of the product or team will charge to facilitate the respective requester only? Please guide.

 

And I  am new in QBO, so ignore if I make mistake in the communication... and guide me accordingly. 

 

Regards,

Abdul Rehman.

Highlighted
QuickBooks Team

How to hide Category Details section in Expense/Bill/Cheque form?

We don’t have a specific turnaround time as to when they’re going to apply these requests,   


All feature requests and feedback are gathered and submitted to our development team. They’ll be one to review these preferences and are the ones who will consider adding these on our future updates.


You might want to visit this blog to check and get updated about the latest features added in QuickBooks: https://quickbooks.intuit.com/blog/


Lastly, check this out for training videos, tutorials and Webinars about QBO navigations: Learn More about QuickBooks Online. 


Thanks for dropping by.