Generate MP from Expensify CSV

Accounts > Payables > Transaction Inquiry,
Accounts > General Ledger > Transaction Inquiry 

Expensify is an Iphone app which stores receipts. The image of the cash receipt may be taken on the iPhone and SapphireOne will then asess the image for the required details using character recognition. These are then stored as an Epensify.csv file. 

  1. When the user selects Create MP from Expensify SapphireOne will display a pop up requesting the Bank details, a Date In, an external reference number and any notes. 
  2. Once the Accept button is selected, SapphireOne will display a standard search inquiry asking for the location of an Expensify CSV file and then will create a SapphireOne Money Payment (MP). 

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.enerate

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