Send Us Your Excel Expense Templates
Posted
December 17, 2008 
Comments(4)
Comments(4)
We’re investigating support for export into various formats, including more sophisticated Excel export. If you use Excel to record or submit your expenses, please send us your templates so we can include them in the testing / compatibility corpus. Email them to feedback@xpenser.com .
fancy or not, the most relevant thing is that they are usable from an international standpoint and printable in a decent format (and that does not mean legal paper …)
Most likely you will want to make sure to absolutly obey to standard excel formatting to not screw up the export of numbers – 3,400 is 3.4 over here and excel can handle everything fine, but only if you do not screw up the exports.
second you will want to make sure that you apply the same logic for the dates otherwise your templates will be unusable for everybody outside of the US.
Nicole, much thanks. International number and date formatting are on our list, but we’re also particularly interested in how the reports are formatted in general – how are categories organized, whether the dates are listed horizontally, vertically, or otherwise, and other particulars of the various formats. We’ve had a nice set of reports sent in, and we want all that we can get – please keep sending them in.
maybe a tool to upload your form (pdf, word, xls) after which you tell it where the pieces are (ie:date, drag and drop a date button over it, string of notes drag and drop note 1, note 2 or same for tags that may already exist on the form)
or kind of like how you can tag in Facebook
I use multiple files w multiple tabs to keep track of individual grant expenses.
I was thinking it would at least be helpful to figure how to connect with the Xpenser table of expenses using the “Get External Data” functionality already available in Excel, connecting straight from the web page or via ODBC/OLAP, etc.. I have worked at several companies and the expense report, although always in Excel, has varied greatly in format. If I can set up a flat table in Excel that is automatically refreshing from Xpenser then I can work pivot tables and formulas to automatically fill in my expense report for me.