We introduced Templates to empower finance users to extract Rydoo data in formats that best suit their needs.
Templates are available for everyone in the finance or director role.
How to get started with Templates:
1. Go to the Templates tab on the Exports page
2. Create a new Template
3. Adapt the Template to your liking by...
- Adding or deleting columns
- Changing the header
- Adding multiple (fixed) values
- Changing the order of the columns by clicking and dragging on the six dots on the left side of the columns
4. Finalise by...
- Choosing the name, decimal separator and date format of the template
- Share the template or not: Shared templates will be accessible for others in your company account, so they can export expense data in the same format.
5. Go to the Finance Expense page
6. Select your filters and click "Export" (or click "Run accounting report")
7. In the modal, select your desired template and run the report
8. You will be redirected to the Export page where you can download your Excel file
An example:
If you happen to have any feedback about the Templates, feel free to send a message to benoit.baervoets@rydoo.com.