Generate receipts into separate pdfs
Hi Team,
We have a lot of expences, which needs to be processed on a monthly basis.
The thing is, that each receipt needs to be uploaded as single PDF file, due to our company policy setup and economic system. As this allows our manager/approver to have an easier time reviewing our reports.
Now,
Firstly, is there a way that Expencify supports this scenario, such as allowing me to easily (eg. by one click) to generate a monthly report with each receipt in a separate PDF?
Secondly, if so, is the a way to set or a specification of the format?
Ideally, where each PDF is named in a structured manner (such as yyyy-mm-dd -name - amount, ex 2018-04-01 - Store X - USD 500.pdf), to allow an easy process for the manual upload and expencse registration in or system
Thanks
Answers
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HI @Norgaard - are these expenses on a corporate credit card and feed into Expensify from your bank?
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Im interested in the solution for this. Receipts are via smart scan.
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,364 Expensify TeamHello @Norgaard - happy to help with this!
You can export your reports from Expensify including a full page image of each receipt. This is done on a report by report basis and isn't supported through bulk export at this time.
In regard to formatting the export, that isn't possible. You'd want to export the report (and images) then rename the file to customize it.
