Anyone here use Expensify to create exportable reports to upload into Jonas Construction software to load transaction batches? If so could you share your expertise?
Hi @jwinn, thanks for posting and asking the Community for best practices! This isn't a software I've seen mentioned here before, but I hope someone is familiar with it that can provide insight.
Regarding an exportable report from Expensify that will upload in to the Jonas Construction Software, I have a question. Does the software accept a flat file format for upload, this would be a CSV or XLS file?
If so, would you happen to have a blank copy of the template they accept? I'd be happy to take a look at the blank template and see if it's possible to recreate using a custom export template in Expensify.
That would be fantastic! Yes, I have an excel template the software will accept. I will send via private message.