How to export receipts

2»

Comments

  • MyronMyron Administrator Posts: 143 admin

    Hey @CC_84 , thank you for your interest in Wave's receipts feature. I'm afraid that there are no updates on being able to set a date range for the receipt export. Here are some tips that you may find helpful in managing your receipts:

    1. As @Tyler mentioned above, all of your Receipt images can be found under Purchases > Receipts. By clicking the individual receipt(s), you are presented with a "View original receipt" button. Pressing this button will bring you to a full sized image of the receipt that you can download.

    2. When exported, the individual receipt images have names that begin with yyyy-mm-dd. If you sort the files in the exported receipts folder by name, the images will arrange themselves by date.

    We really appreciate your insight on how specific features can be game changers in Wave! Knowing things such as how often you'd use it, how much time you think it'd save you on a monthly basis and your current method of handling this type of thing would be super useful. Our Product Team is always looking for ways to make Wave better.

  • bmccloskeybmccloskey Member Posts: 4

    Actually it would be quite something if you could have the export be ONE continuous PDF file opposed to individual files.

  • heathermarchheathermarch Member Posts: 2

    It's crazy you cannot export receipts as an excel file! This means I am simply sending my accountant a file of photos! I am then paying for their time to process the receipts. I'm going to have to look for an alternative system, as this seems like a basic function which is missing. Shame.

  • AlexLAlexL Administrator Posts: 1,794 admin

    Hi @heathermarch , when you upload a receipt, it creates an accounting transaction which adds data to your account. This data is accessible through the Reports page.

    Is there a reason your accounting is looking for only your receipt transactions as opposed to all accounting transactions in total? So more context on this would be great!

  • Wilhem_the_destroyerWilhem_the_destroyer Member Posts: 1

    This app basically is a long version of creating a folder on your phone to store receipt images, What a waste of time.

  • JordanDJordanD Administrator, Moderator Posts: 501 admin

    @Wilhem_the_destroyer Are you able to explain exactly what functionality you were hoping to see from the Wave Receipts Mobile App? As we continue to work on innovation in 2020, your insight is valuable, even if the app might not be meeting your expectations currently! Thanks in advance

  • DmitriyDmitriy Member Posts: 2

    UPDATE: My question was:
    Is there a way to extract that data from the receipts files using Wave?
    I found the answer by myself: post all receipts to Accounting, then the filtering, sorting etc., and downloading, become available.
    Thank you!

    edited April 3, 2020
  • QaisEQaisE Administrator Posts: 72 admin

    Hi @Dimitriy, it seems like you got it! Thank you for sharing your workflow for everyone here! Did you export those receipts using our data export tool in Settings > Data Export to get the breakdown of those receipts? Or did you use a different method to get them? Please feel free to share some of those details for us!

  • tazmanss13tazmanss13 Member Posts: 3

    A game changer would be if I can download a PDF with pictures of all my receipts and the extracted info and the info I punch into waves for this receipt, right next to the picture of the receipt. Like this I can save myself and my accountant so much time.

    that would be truly a game changer and make the life of so many so much easier!

    thank you

  • tazmanss13tazmanss13 Member Posts: 3

    ONE MAJOR THING MISSING IN THE DOWNLOAD REPORT!

    Please correct me if I am wrong.

    I just realized that when I download my "Transaction Report" of all receipts I put in, that the "Notes" I put in are nowhere to be found. This is a crucial part of collecting receipts. I need to state the reason for the expense to my accountant. Without that he can't use the receipt at all.

    Why are the "Notes" not represented in the Downloadable report? Or am I wrong and missing something here?

    Thank you

  • NicoletteBNicoletteB Administrator Posts: 122 admin

    @tazmanss13 Thanks for your suggestions - this will be brought to our Product team to look at for future implementation.

    All reports in Wave will only have the information from the transaction is it shows on the Reports page; this means notes will not be included.

    If you are looking to have a record of your transaction notes outside of Wave, you will want to do a Data Export for your transactions. This will include every transaction you have in Wave and all information, including notes, will be part of the export.

  • tazmanss13tazmanss13 Member Posts: 3

    Thank you for your reply. Because that feature is not included I already looked and found another Software Solution. I will still use Wave for invoicing but for expense tracking, I switched as of 2 days ago.

Sign In or Register to comment.