If-Then Statements on Export
Jrode
Expensify Customer Posts: 10 Expensify Newcomer
in Day to Day
Is it possible to do any kind of it-then type analysis on an export template?
Answers
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify TeamHi @Jrode do you mean as a filter before exporting?
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yes, to get the data ready for integration to my ERP system would like the export to do an easy if/then statement type column.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
The filters at the top of the Reports or Expenses pages are where you would start. There are no conditional filters that you can add when exporting. Or you can also filter your CSV, and use Excel to work some magic of course!
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yeah, trying to minimize touching the file after exporting so that it's just ready to integrate. Thanks for the help.
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Rachael Hopkins Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 904 Expensify Team
You're most welcome!
