Post

2 followers Follow
0
Avatar

Exporting a report as a CSV file

I attended the webinar yesterday to learn how to export my expenses so they could be uploaded to Quickbooks. I thought I understood the instructions, but when I tried to do it myself, I came across some other issues.

I created a custom expense sheet with different column headers than the ones on the standard Clarizen expense sheet.

  1. How can I export this information? It will need to be in CSV format so we can upload it to Quickbooks.
  2. Will I need to create a custom report? Your standard Project Expense Summary report does not include the new columns I added to our custom expense sheet; it also includes our logo and some other items I do not need for Quickbooks. If yes, how do I do this? When I tried to create a new report, the custom fields I created for our column headers do not appear in the list of fields that I can add to my report.
  3. How do I download the receipts people have uploaded with their expense sheets?

Thanks.

Import from old forum Answered

Please sign in to leave a comment.

6 comments
Date Votes

0
Avatar

The timetracking and expense reports are currently not customizable. You will have to use the excel add-in to generate the report if it needs to be generated with custom fields.  There is an additional cost for this add-in of $85/mo and it may require professional services in order to initially setup.  Here is more information on the Excel add-in: 
http://help.clarizen.com/index.php/Excel_Reporting

Clarizen Team 0 votes
Comment actions Permalink
0
Avatar

OK, thanks. How do you download the receipts that people have attached to their expense sheets?

Import from old forum 0 votes
Comment actions Permalink
0
Avatar

There currently is not a report for attached documents.  You would have to open each one to print.

Clarizen Team 0 votes
Comment actions Permalink
0
Avatar

[quote=Josh Santos]The timetracking and expense reports are currently not customizable. You will have to use the excel add-in to generate the report if it needs to be generated with custom fields.  There is an additional cost for this add-in of $85/mo and it may require professional services in order to initially setup.  Here is more information on the Excel add-in: 
http://help.clarizen.com/index.php/Excel_Reporting[/quote]

Hi Josh,

Can you please clarify - is this $85/month fee for our company as a whole? Or for each user that needs to be able to generate this report? Or for each user who needs to be able to submit expenses?

Thanks,

Jodi

Import from old forum 0 votes
Comment actions Permalink