How to export group of reimbursements if not integrated?
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DanaeHawthorne721
Expensify Customer Posts: 5 Expensify Newcomer
in Day to Day
Our organization does not use an accounting software that integrates with Expensify, and at the moment, we're not looking to change either systems - is there a good way someone has found to export an entire group of expenses into an excel spreadsheet? There are a few filter features like Title, submission date, submitter, etc, but they do not work well with how we would like to export, such as Approval date, fund list, etc.
Answers
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Hey @DanaeHawthorne721, thanks for posting to the Community! What's the accounting integration that you would like to connect to Expensify?
We have export templates available in users' accounts for some of the indirect accounting integrations. More information here.
Hope that helps! -
Hi @IStisser ! We're using Aplos, I don't see that as an option. Is there a way to Export by Approval date? It doesn't seem to be a sorting field. That would greatly improve the functionality of Expensify if there was a way to sort expenses by when they were approved.
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Hi @DanaeHawthorne721! You can make use of a Custom Export Template. It sounds like you may be looking for Report level formulae in particular, such as {report:approve:date} to output the date that the report (and the expenses on it) was approved, which you could then sort in your spreadsheet.
