Add Expense report capability

[orleanski]

Hello everyone,

Once in a while I would need to create an expense report,
and MyExpenses has most of functionality to create one,
so I would like to make a suggestion

Either by manual selection or by date range or by a tag associated with the travel we can filter out needed transactions
and each transaction might have an attached photo of a receipt to form a PDF report.

The features that are missing:

• an interface to select needed transactions
• have input fields for the organization where to sent the report
• a capability to create a PDF file (print on a virtual printer?)

Thank you in advance.

[mtotschnig]

@orleanski Thank you for the suggestion. By combining the Search and the Print functionalities, My Expenses already has part of the functionality that you describe. Could you give it a try?
So from your list:

an interface to select needed transactions

Combining search filters might be good enough for most use cases. We already have multi-selection. We could add the possibility to print the selection only.

have input fields for the organization where to sent the report

I am not sure this is needed, because the Print functionality already has a button for using Android's Share framework. If you think this is not sufficient, could you explain your use case in more detail?

a capability to create a PDF file (print on a virtual printer?)

My Expenses generates the PDF and allows to call other apps for viewing the result, which are then responsible for handling communication with actual printers. If this is not good enough, could you explain?

What is currently missing, is the option to include attached photos (#216).

[orleanski]

@mtotschnig,
Thank you for a prompt response, most of the functionality is indeed in place.

I would settle with placing my name and organization name in to the header/footer.
Also original receipts can be attached to the report and I would keep their photos attached to the transaction - that's fine as well for a short trip, but for a long (several months in duration) paper receipts will fade out (out of experience).

The report by itself does include the name on the account and current balance, both of them might not be appropriate for the business paperwork (let's say my account name is in a different language) and there is no reason the business to know what is my balance :)

Maybe a check-boxes what to include in the print-out?
and a line or two of free text, memo-like fields in the print settings page?

Furthermore, if I used a credit card and a cash, I have to choose "Grand Total" for those days and that should not go on the expense report. Should it be an option to pull info from different accounts based on a certain tag and dates?

I am not certain what would be the best approach to it, something to think about ...

[mtotschnig]

@orleanski Thanks for sharing your ideas. I hope to take this up for one of the upcoming releases. For the moment, I'd like to mention that the option of configuring headers and footers have been added recently (#1289)