It would really cool we could do math on our spend programs forms. A series of number type questions would tally up to the total requested amount.
For Example :
How much is your hotel? $500
How much is your flight $300
How much is your meals? $200
Total amount requested $1,000
This may prove helpful when employees are trying to estimate the total cost of their trip. As they go through the questionnaire the amounts will add up. What employees do now is estimate the total cost as some roundabout even number and then either forget to include things and or have funds leftover. They may say, “Oh, I need $2,000,” but then when actually going through the process and thinking about it they realize they need less (or more).
Having the option to add a formula to the “Add a question” screen would be money.
(I’d feel stupid if this functionality already exists, but please enlighten me if it does!)
Hi @oscar.lobo - it’s great to hear from you & thanks for the suggestion! I brought it up to our team. They really like the idea and are thinking about how to automate this for employees. We’ll circle back if/when this makes it to our product roadmap.
If you have any other thoughts here, please feel free to share them. Looping in @Dave_Wieseneck who has been thinking about similar ideas!
Awesome! Thanks so much. While I have your attention, another must have feature (IMO) is the ability to clone a Spend Program. I often spend a painstaking amount of time coming up with the perfect workflow and witty responses to my questionnaire, only to have to retype them again if I want to create a different Spend Program. It would be cool if we could just clone one and then tinker with it to update it for whatever repurposing we want. Hopefully this doesn’t exist already. I clicked around a lot and found nothing
Yes, I shared similar feedback with the team a few months ago & I know they are thinking about how to make this a fantastic experience for admins like us & our employees/travelers.
@oscar.lobo as for the other idea. that is fantastic - Ill share it as well.
As a follow-up - why are you looking to clone a spend program? Is it because you want to re-use 1 or 2 aspects of a spend program? Or are the almost identical, but with 1-2 changes?
Can you share some more context about what the use case is?
For my use case here’s a lengthy answer (sorry):
I have an “Apprentice Employee Travel” spend program for general travel. I have different Spend Programs for each Tradeshow we do. And one for each big Company onsite/offsite.
Perhaps its a separate conversation as to why I dont just have one for all ( I’ve thought about it) but for the sake of this example we will have several.
Each Spend Program obviously is travel related so I go through the same type questions. Ie Hotel Flight Meal Taxi etc. But perhaps there will be other questions that are different and more specific to a particular event.
Instead of having to retype the questions and redo the conditional workflow, would prefer to just clone and make quick changes. Another example would be if you had different Spend Progams for different departments or locations.
One of the reasons to have one Spemd Program per event is the ability to share that data and reporting. For example if I had a Spend Program for just NY Comic Con I can then run reporting on that event self contained in one thing, and then give access to that one Spend Program to a manager or leadership that want reporting on NY Comic Con and just how much money you wasted, er, invested on toys.
Anyway, point is I think you can always run into a situation where you may have to repeat something from a previous Spend Program.
“Apprentice Employee Travel” spend program for general travel
Tradeshows
Company onsite/offsite
So you would have some controls set up in the Spend program. For 2 & 3, you can create one card for the specific Tradehsow &/or specific Offsite & make it a Sharable card limit.
