Looking for Expensify to develop client/project with receipts export feature.

Today expensify only allows the export of data by client or project for admin users and no receipts or one receipt at a time.

We are looking for stronger functionality to support our client billing process. In most scenarios we invoice clients for time and expenses (travel, hotel, meals, etc.) based upon project. The client requires the details of time and expenses which includes receipts.

Therefore we need the ability to either export or create a report by client by project with details for each person, each expense item and all the associated receipts. This reports/data can then be attached to our invoice and it will have all the required information for our clients. Today we have to export the data into a .csv and then pull each receipt manually. For a given project we could have 5 or 6 people traveling with receipts for airfare, hotel, transportation, meals and incidentals the effort to create a bill is cumbersome.

Hopefully we can get community support to push this feature forward.

Answers

  • RachCHopkinsRachCHopkins Posts: 870 Expensify Success Coach

    Hi @FourNines49 Welcome to the Expensify Community!

    There are a few options for this. You can use the in-built invoicing feature in Expensify, or if you are connected to an accounting integration you would use that.

    The invoicing feature basically spits out an Expensify report, but for your clients, and you can use full page receipt images or thumbnails. Have a read through of the linked help doc and see if that would do what you need! I suspect it might. 😀

  • FourNines49FourNines49 Posts: 3

    Thanks for the information but that still does not allow our accountant to create an invoice with expenses and receipts by tag by project. In fact we can't even get the expense to show up properly using that function and you can't filter expenses by the tag or project only merchant and date when adding expenses. Are we missing something?

  • Sheena TrepanierSheena Trepanier Posts: 1,796 Expensify Success Coach

    Hi @FourNines49, thanks for circling back. Expensify is designed to track expenses and submit them often, but it's not necessarily the most robust for invoicing clients.

    A policy admin has the ability to create a spreadsheet export of expenses based on tag and include a direct link to the receipt image at the line level. If you'd prefer to have reports in Expensify built by customer, you can add expenses to a report from the Expenses page after adjusting the filters to display expenses based on a customer tag.

    Lastly, I wanted to circle back about your accounting package, as many of our customers invoice clients from their accounting package after exporting from Expensify. Which accounting package do you use?

  • FourNines49FourNines49 Posts: 3

    Sheena,


    Well said. We were a smaller business when we started using Expensify but continue to grow and are really looking for the additional functionality now. We are hoping this is something Expensify will add. We love Expensify for the ability it gives our employees to add expenses and do reports but now need more. We use quickbooks for accounting and freshbooks for invoicing today. If we could generate an expense report across employees with expenses and receipts by category by tag by month we would attach that to the invoice. Today it is manual as we pull all the expense by tag by category by time and then download each receipt manually to attach all to an invoice.

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