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How do I export/download actual images of receipts for document support storage.

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Answers

  • Matt Cole
    Matt Cole Expensify Customer, Expensify Team Posts: 70 Expensify Team

    @D365BC can you reach out directly via chat so we can get screenshots? Perhaps the inputs are incorrect.

  • D365BC
    D365BC Expensify Customer Posts: 22 Expensify Newcomer
    edited September 14
  • D365BC
    D365BC Expensify Customer Posts: 22 Expensify Newcomer

    Hi,

    I managed to download attachment and stored into blob/database using API

    HttpClient.Get(APIURL, HttpResponseMessage);

    HttpResponseMessage.Content.ReadAs(pdfStream);

    HttpResponseMessage.Content.ReadAs(ResponseText);

    dont read the result into Text, it must be read directly into Instream object.

  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin Posts: 161 Expensify Team

    @D365BC Thanks for reaching out! Can you please reach out to [email protected] for our team to review?

    Thanks!

  • D365BC
    D365BC Expensify Customer Posts: 22 Expensify Newcomer
    edited September 15

    Another challenge for me, cannot understand this logic

    if I have multiple transactions, transaction IDs are different why report id is same, I should be able to download pdf based on Transaction ID

    I need to attach pdf with every transaction, it will not create multiple pdfs output file. It will create only 1 pdf include all 3 expenses, so same pdf I will attach 3 times.

    Think, If I download weekly expenses which are more than 200, how will I run the api to download pdfs and store in blob/database for every single transaction and it will not give me 200 pdfs


  • Cortney Ofstad
    Cortney Ofstad Expensify Success Coach - Admin Posts: 161 Expensify Team

    Hi @D365BC! It appears you may have missed my last message, but no worries! I encourage you to reach out to [email protected] or to Concierge within the in-app message service in your Expensify account, as they will be able to provide you specific guidance for API setup.

    Thanks!

  • ashcares
    ashcares Expensify Customer Posts: 1
    edited September 15

    I am using Expensify on a Windows PC. By hit and trial, I figured out following method to get a pdf file with a list of expenses and images of all the associated receipts. Hope someone will find it useful. I am not too tech-savvy and therefore was trying to figure out a simple way to get the pdf without having to use some formulae in Excel reports.

    1.     Log into your Expensify account.

    2.     Click on <Reports> tab on the left side.

    3.     Under <New Report> on the top right of the screen select <Expense Report>. Note: A new expense report will be created without any expense in it.

    4.    In the new expense report pop-up, click on <Add Expenses> Note: Another new pop-up will open where you can filter and select expenses to add to this report.

    5.    Select date range in the new pop-up

    6.    Click on each expense to add the receipts to the report. Note: This will be a bit time consuming if you have too many receipts. I usually have only 15-20 receipts each month and so it took only about 10 seconds for me.

    7.    Finally, screen will say ‘The current filters show 0 expenses’

    8.    Close the pop-up

    9.    Go back to the <Reports> tab

    10.  Click on the newly generated report under reports tab. Note: This should be the top report in the list.

    11.  Once the new report opens in a new pop-up, click on <Details> on the right top corner of the screen.

    12.  Choose the option to either download the pdf or print as pdf.

    13.  Now you will have a pdf file with list of all expenses for the period selected along with the images of receipts. You can save it on your PC.