Filter out exported reports?
VickiB
Expensify Customer Posts: 8 Expensify Newcomer
Is there a way to filter out all reports that have been submitted to the accounting system? There seems to be numerous ways to filter - but, I cannot find this one. As far as I'm concerned, once I have exported the report to QBD - I am finished with that report...and would like to be able to either filter it out of my current screen, or send it to a closed "folder".
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April Bekkala Expensify Customer, Expensify Team, Expensify Student Ambassador Posts: 117 Expensify TeamHi there! On the Reports page you'll see an "Exported" column. You can click that column to sort by exported reports. If the report has been exported there will be an accompanying icon shown. -
Hi - the solution provided here is helpful, but could be better. It would be much easier to filter "out" the exported versus just sort by exported. In order to import these transactions into our accounting system, we have to individually click on all the reports that have not been exported versus click on the "select all" checkbox after all of the reports are filtered out. This seems like it would be a common issue for all customers?
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Thank you for that clarification, @SRGReuben ! This sounds like a great feature suggestion for our Ideas category here in the Community! It looks like one of our Expensify Champions has already started this thread to suggest this addition to our filters. Go here to weigh in and upvote!
