How to export receipts

System Posts: 412 admin

How to export receipts

To export receipts

Select the Settings menu on the bottom left and click Export under Other.

On the Export Your Data page, click Export your receipts

In a few moments you'll will receive an ema.

Comments

I need to submit specific expenses with receipt images to a client. I went through the settings-other-export path and I did receive an e-mail with a zipfile link, but the link brought me to a completely blank webpage only. Also, again, I need to be able to select the receipts for the report/invoice.

JordanD Member Posts: 515 ✭✭✭

@vandenburg_Kineticor The Email link should actually initiate a download of the export to your documents. Are you able to first check your downloads and see if you actually had inadvertently downloaded the file? If not, can you try to access the email through and incognito window and attempt to click the link?

I agree with JCove and a few other posters here: MAKE THE RECEIPT DOWNLOAD CUSTOMIZABLE so we can select which receipts we need to download and bundle together. It's obvious that this is needed by more users.

DEFINITELY need to be able to select receipts to export. I'd like by date (so can do monthly or quarterly).
Otherwise it wont be long before the zip file is completely unweildy. and unnecessarily HUGE.

JamieD Administrator Posts: 1,156 admin

@FSH @jordy2381____ @ltrethew Appreciate the feedback and insight that you've given us here regarding exporting receipts. While we are working away at a number of feature for 2019, this is something that I can bring to the attention to our product team to see if it could be in the works in for a future roadmap.

Is it possible to link specific expense receipts to an invoice so they can be provided as part of the invoice to the customer (as an itemized set of expenses that are part of the requested payment)? How can this be accomplished now, or can this be an added feature?

@Katie_Silkina thanks for the reply. In my case I have an LLC and do a lot of consulting to a specific company. Some expenses for me are general office expenses and I pay them from the LLC. There are other expenses (travel for instance) that are directly related to the company I consult to, and in fact they reimburse me for these expenses that are specific to them. The ability to scan and manage those receipts and ALSO have ability to bring them into a monthly consulting invoice as a line item would be fantastic. For now I need to create those expense lines on the invoice from scratch, and separately and manually attach relevant receipts as a separate email thainks to the invoice. This would be a HUGE improvement roads this functionality I’m suggesting, IMO. Would make Wave and my LLC both more functional and streamlined.