Add Exported/Unexported to Report Filters

sheilae0813

I have several client users requesting the ability to filter their Report lists to ONLY show approved reports that have not been exported to the accounting system yet (Sage Intacct). For example, my client with 200+ users and twice a month Scheduled Submit frequency could have 200 unexported reports at any given time and using the select all checkbox at the top of the column would be easier than manually clicking 200 check boxes on each unexported report row in the list. This is a huge concern, especially since their report list will grow rapidly as each month of use passes. Can you please request the development team to add Exported / Unexported to the Report Filters, and with a high priority ranking? Thank you.

Sheena Trepanier

Hi again @sheilae0813!

With Sage Intacct, we support a functionality called two-way auto sync. The great thing about this functionality is that after Final Approval is applied to a report our system automatically queues the report for export to Sage Intacct. (Below)

Do your clients use Auto Sync? If they aren't, can you tell me a bit more about that decision?

tylerzoll

I would like a filter for exported expenses as well as reports.

sheilae0813

Hi Sheena. My client does not use the Auto Sync feature because they are cash basis and want to control when expenses and charge card transactions post to the accounting system. They need to post reports at timing that matches the cash activity. Having a filter in the report view to restrict the list to only unexported reports would greatly help them avoid manual steps of selecting hundreds of reports they need to sync at one time.

Sheena Trepanier

Hi @sheilae0813, thanks for circling back to this. This is a very good use case and it will help us immensely when building a case for the functionality.

Also, don't forget to vote for your own idea, and if you'd like share it with your colleagues who could support it as well.