Way to track warranty and export warranty report

BadgerHat
BadgerHat Member
edited October 2024 in Feedback

Since we have the option to upload receipts. It would be really nice to have an option to tag a transaction for future warranty needs. A nice output for this would be an option generate a warranty report so you can see everything that is still under warranty, but also what has expired. There would be a lot of potential for this to also evolve into a way to track home/business inventory for insurance claims etc.

Comments

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    Simplifi currently allows a user to create tags. Will creating a tag (example "Under Warranty") and using it for the applicable transactions help? Then, when the warranty expires, the transaction can be tagged as "Warranty Expired". This is a manual process but workable.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • EL1234
    EL1234 Member ✭✭✭✭

    That's a good idea, you could also put the warranty's expiration date into the notes so it's easy to refer to and update when needed.

This discussion has been closed.