Excel expense reports in ProOnGo are all about filling out your exact custom format. Last September we announced the general availability of our feature that lets you upload just about any excel expense report template, and have it added as a report type in our system. When you think about what that means, it should give you great assurance that no matter what changes you want to make to your customized templates later on, you’ll be confident that you’ll be up-and-running with ProOnGo very quickly in just a few simple steps. Now that this feature is closing in on being 8 months old, we thought we’d show off our latest tricks — what’s new, neat, and useful.
Tip 1: Excel Expense Reports via Thumbnail Preview
When you’ve got multiple Excel Expense Reports that you need to run (it’s more common than you’d think!), we now make it very easy to manage the various XLSX templates that you have uploaded. When you go to edit/add/delete templates, we now show you a visual thumbnail of each of your custom formats:
You can still name your templates with a text-based name (which used to be the only way to uniquely identify them), but the automatically-generated thumbnail should be a very helpful visual cue when you are managing your templates.
Tip 2: Configure Regions, Then Revise Anytime
When you set up custom Excel expense reports in ProOnGo, you’ll no doubt find yourself doing a drag-and-hold to multi-select a region of cells that you want us to fill out as a table of expense information. No problem, we’ve supported that from the beginning.
However, when we first launched, we discovered that no matter how hard we work on usability, the intricacy of custom excel formats almost ensures that even the most detail oriented user will find themselves going back to tweak some aspect of the original configuration. So, we’ve made it easier and more obvious how to re-configure a multi-cell selection:
The ‘re-configure’ button in the center of the multi-cell region is your invitation to click if you want to make some incremental change to the settings for that particular region.
Tip 3: Easy Export Compatibility
Once you set up a custom Excel expense report format, and you get around to running a report, you’ll now see easier-than-ever compatibility options:
When we first introduced custom Excel reports, you might have had to hunt for a minute or two if you wanted to find the best way to export your reports to Google Drive, Box, or Dropbox. Not anymore: you’ll see those options every time you generate a report.
What’s next for this feature depends on, well, you! Tell us what you like, what you don’t like, and what problems you need us to put some brainpower into. We’re committed to giving you the easiest possible way to have your Excel expense reports fill themselves out, without you ever having to open Excel.