Expense reports

shark

Hi, all

I trying to think of a way in which employees can fill out an expense report (excel) and then import it to general journal (I'm thinking of using dataports)... has anyone done anything like this?

Thanks

Arhontis

Hello "shark"

You could study the report 81 which imports a budget from Excel Sheet by using the Excel Buffer record and functionality...

It is not very easy, but it is doable...

EDIT:
You must keep in mind that the excel sheet that you will use as a source must have predefined columns, and the users should not modify them (move, delete columns, e.t.c.)

In case you have a problem, maybe I could research it a little more...

Alex_Chow

Another way of doing it is to create macros in the Excel sheet to export the entered data into .CSV file to import.

This will require great expertise in Excel though.

nunomaia

The easiest way it’s to use dataports and export Excel file to .CSV
I only use Macros before exporting file, when it’s a complex file and should be some kind of validation before exporting file.