Ability to import expense spreadsheet to auto fill expense report

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  • Updated 4 months ago
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We have dozens of employees who use corporate credit cards for business related purchases and travel expenses. We typically run a monthly report from the credit card website and cross reference that report with the expenses that have been submitted into Replicon. We then reach out to employees who have not submitted all of their expenses. It's a long process and very time consuming. It would be great if there was a way that Replicon could take a formatted spreadsheet of expenses, for example, and auto create the actual expense reports into Replicon. Then all the employee would have to do is upload receipts and any additional details. Just wondering if anyone else would benefit from this sort of feature or if Replicon already offers a similar process that we aren't aware of. 
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Barens, Kelly

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Posted 4 months ago

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Aashnee Kamboj, Community Moderator

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Hi Kelly,

We should be able to build a customization for the above said scenario. This customization however may be charged. 

Please let us know if you would like to look at the option of being able to customize this.

Thanks,
Aashnee
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Barens, Kelly

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We'll work with our Replicon account manager on it, but thanks for your assistance!