We frequently need to be able to download expenses for a trip for a client.
In Expensify I had two options (well more, but these were the most used two):
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Download an expense report that had all the details in it along with receipt thumbnails into a PDF. Great for being able to simply share outside the company.
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Export CSV that had links to download full resolution image that anyone could access. Great when needing to provide data in a specific format.
Extra Credit option would have been a single download zip with CSV and all raw receipts zipped into it already.
So far after spending 15 minutes hunting through the UI I found where I can download the CSV for a trip, but it does not include the receipts.
How do I simply download all the receipts for a trip? I imagine it has to be an option, but can’t find it in the logical places…
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Scott,
We have the same requirement and have previously added this request to the Community. Receipts in trips can be downloaded as a zip file but only from Expenses/CardTransactions, grouping by trip or cardholder, and filtering for the dates or the user. You will see the download function has a “Download receipts ZIP” option. There are limitations even with this. For example, trip expense receipts and reimbursements are separate.
Bottom line it can be done, but the number of group, filter, select, etc is excessive and really has to be done trip by trip. I would love to see some basis UX improvement here because it takes far too long. From an accounting and client invoicing perspective it was easier when the employees had to file expense reports…which defeats the purpose of Ramp!
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I’m exclusively using Reimbursements but even doing all the filtering you suggest I still don’t get an option. Clearly an area that can use some basic improvements.