For audit purposes, we really need a way to select a certain category (or job, or vendor, or date etc) and then be able to export all of the receipt images for the selected items. Only providing a link as it is currently structured is very tedious.
I can't believe this software doesn't have the capabilities of exporting MY images that I have uploaded. I thought for this would be a no brainer.....is this ever going to be an option?
@MattH While the only way to export receipt images is by downloading a PDF of your report, we don't have this feature on the road map at this time. If we are able to get enough demand for it here it will have a real chance of being added to the roadmap in the future.
Want to add our use case in here.
When we invoice our clients for reimbursement most require original images of the receipts for anything over a certain threshold.
While all of these expenses are marked Billable in Expensify and exported to Quickbooks with attachments of the receipt images, the issue is how Quickbooks handles those attachments.
Adding those billable expenses to a QBO invoice attaches them to the email individually. So an invoice with 30 line items for reimbursement will include 30 individual images. Many of our clients require a single PDF of these receipt images for processing purposes and sending a large number of attachments can cause their email systems to bounce the email.
Alternatively, we could send along the downloaded CSV with links to all of the receipt images, but that is a bad experience for our clients to have to manually download many receipt images.
So we have to resort to opening all of the reports that include relevant receipts (which may be 5+), downloading the PDF, exporting the relevant pages, and then combining into a single document.
The ideal situation would be, using the "Expenses" view to filter to the relevant expenses - the project tag and billable expenses - and then selecting all and having an option to download receipt images as a PDF or even a zip file of all the individual attachments for those expenses.
An intermediary step that would be use would be the same filtering and selecting all relevant expenses, but then an option to export the PDFs of the reports those expenses are on. At least that way we don't have to filter to the relevant expenses and then manually click into each relevant report to download the PDF.
Amen, and there are multiple requests on here that are really all the same thing but worded differently, dispersing the upvoting progress of the most obvious updates we need for this tool to be useful.
I've done this as well with reports with 70+ receipts, downloading the images and saving them on a document, numbering each photo, and attaching the CVS version of the list. Please make it easier to convert "billed" lists to invoices. This is crazy making, when it feels soooo close. Everything is there, on the page, but you can't export it or turn it into a report.
EXACTLY. I do bookkeeping for a dozen small businesses. They all have to submit a pdf document of receipts. THIS IS INDUSTRY STANDARD and saying otherwise is untrue. Sending individual URL or download links to clients when submitting reimbursable travel expenses (often numbering in the hundreds) will get you nothing but a returned invoice and request for receipts via pdf. Furthermore, I have sat through many IRS and state sales and use tax audits over the years and NO AUDITOR accepts individual URL or download links to images. You have to have originals or scans of originals for the audit date range, or at a minimum by month. End of story. So what is the point of uploading everything to Expensify if the #1 and #2 reasons we have to keep receipts in your cloud are rendered useless?
The whole point of using this program is to be able to gather and better utilize expense data accrued from multiple sources. We bought into this software was to a.) easily gather receipts and b.) generate expense reports with receipt images. The reporting limitations were shocking. We had no idea that report was limited to the person who originated the expense and a date range. Our workaround? I HAVE TO PRINT OUT EVERY SINGLE RECEIPT SCAN FROM VARIOUS EMPLOYEE EXPENSIFY REPORTS (often hundreds) AND SCAN THOSE PRINT OUTS AS ONE PDF DOCUMENT VIA A SEPARATE PROGRAM. It's absurd and causes so much extra work. But now we're stuck - we've invested so much overhead time setting up this program and getting the entire company to use it that scrapping it is another huge loss.
So hey Expensify: please allow a reports WITH RECEIPT IMAGES to generate based on custom date ranges, project names, billable status, etc: just employee and date. It's a waste. Especially when paired with QB Online and other obvious bookkeeping solutions that already have receipt options to store and save.
Actually, come to think of it, I might as well cancel our subscription and start using QB Online receipt capture. It's no greater functionality but one less program I have to wrestle to make work.
Disappointed in Minneapolis
PS. Please don't respond with a "we will happily relay this to our engineers!" or "we haven't heard this request before - can't imagine it's needed?" when clearly it's been requested over and over again. We don't need you to sell us a credit card and other "new features". We need you to focusing on giving us the baseline product functionality we assumed we were buying. Thanks.
I would like to piggyback on this request add that receipts should also able to be backed up upon scanning to a cloud drive. When it is done like this, can easily print or email all of the receipts in a selected date range.
I would also like to give bumps to this request.
I cannot believe it still hasn't happened yet.
Please try to get it sorted before we feel the need to start giving bad reviews on the app store.
Nearly all your customers are asking for near enough the same things at the top of the request list. You surely can see this?
Hi @fshields Welcome to the Expensify Community! Thanks for your feedback, however the Community has 25,000 users per month and this Idea has only had 25 votes in two years. While not negligible, 25 votes does not represent an enormous demand at this stage so it's definitely an Idea that we're monitoring but not on the radar for development at this stage.
You can export a list of receipt URLs to a CSV, so there is always the opportunity for you to create your own macro in Excel to download those images to a destination folder.
Regardless of what your 25 000 users per month think, this forum is used to bring and innovate NEW ideas to your design team. They should create a MACRO that allows this. We are not developers and would like some compassion and support from Expensify. It's quite absurd, and irrational that you think that this problem is not Expensify's to deal with. To create a full service option for your clients is something you should be HAPPY to hear about and will work non stop to fix. Your approach is what is wrong with today's world. Listen to the small number of people who want to create a difference.
BUMP. Please pass this on to your developer team to implement and tell me how much it would cost in labor for them to implement this. Thanks!
Hi @theboss welcome to the Community! I see you're bumping an idea from a long time ago but I see that you're a brand new Expensify user who just set up an account and you're on a free trial- congratulations! Are you aware that we allow for the export of reports in bulk? I think there has been a misunderstanding since we certainly do create a full service for our clients and we are happy to hear from all of our customers. Is there anything specific that you are having trouble with yourself?
Thank you!! I appreciate your prompt reply and assistance! This is perfect and I am happy that this has been implemented! I am a new and novice user and this community is quite amazing. I am very thrilled with the feedback, the friendly UI, and the prompt service. I am sure to be using this for years to come! Thanks!
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