Add "Exported to {Accounting Integration}" and "External Id" Fields on csv report exports
Expensify offers all these great integrations to Accounting Systems, but it can be difficult to reconcile if the sync has failed for some expense reports.
Currently the csv export reporting feature does not have a field that indicates if a expense report has been synced successfully to the accounting system or not. Furthermore, it would be great to also have an "external Id" written back from the accounting system so it is easier to tie out Expensify data to the accounting system's.
While you can currently see in the UI if a report has been synced, I've been told this is not possible (currently) to add to the csv/excel export.
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Thanks for the post, @JT_SF! This is an interesting idea for consideration. Be sure to vote for your own idea above!
One thing you could do is create a custom export and use the {report:dateexported} formula. However, this wouldn't tell you where the report had been exported, it would simply output the date that it was last exported.
Let me know if there's anything else I can help with at the moment.
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThanks @Lauren Schurr! And correct, we'd need to differentiate exports to the accounting system in the report for it to be useful. We use NetSuite, but I'm guessing the other accounting system integrations also have this issue.
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0 · Accept Answer Off Topic Insightful Vote Up Awesome