Reports with filters
Each month when I need to invoice the customer I need to include all the expenses for that month.
This seems to work pretty well for the actual figures, they export to Xero and I just hit a button to add them to the invoice.
However I need to send the customer the receipts too. How can I do this - Expensify doesn't seem to have any way to export a pdf of just the receipts for one customer? In fact the export process seems very basic, I have very little control over it - if the receipts are spread across two different reports and I have to generate exported PDF for each report, and each report also contains the receipts for all our other customers...
Surely 'sending the customer the receipts you're invoicing them for' is a pretty common use case, have I missed something?
Answers
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@JosephH, I had the same issue, but I use NetSuite. What I did to compensate was I sourceed the receipt link into a column on an Invoice. This didn't provide the actual picture of every receipt on the invoice, but it did provide a link that the customer could click on to take them to a picture. This also allowed me to keep the document size reasonable. I'm not sure if you can source the receipt link into a column on an Invoice or not in Xero, but that's the direction that I took.
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Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify TeamOptionsThanks for the advice you shared @tylerzoll!
Hi @JosephH - If you'd like to chat about this privately so we can discuss your account and Xero details, please feel free to reach out to help@expensify.com.
