Pro Tips: Formulas

micah —  March 14, 2011 — 3 Comments

Expense policies in Expensify offer the option to create custom report fields, which are appended inside each report. Users often ask us how they can include custom fields in a report which are complex and dynamically update with relevant information. There is actually a way to do this with Formulas, a little not-so-secret feature with powerful effects. When used right, formulas can help you achieve pretty much any output you’d want in a report. The best way to learn about formulas is with an example.

A Formulaic Example

Let’s suppose that we have three custom fields in our report, which the submitter of the report is required to fill in: Type of Expense, Client Name, and City.

Now, suppose we want to add a fourth field for our Accountant to use, so that he can code the Report appropriately in the accounting software. He needs the field to include the City name and the report total, along with the report submitter’s email. This new field, however, does not need to be filled in – it can be dynamically generated with the existing values using Formulas.

First, add the title of the new field.

Then, put the formula in the value of the field. Use the formulas help page as your cheat sheet. We can add the report submitter’s email with: {report:submit:from}. Let’s also include the City by accessing the field’s value: {field:City}. Finally, we add the report total’s reimbursable amount to the mix: {report:reimbursable}.

The Final Result

To recap, the value for the field Accounting Code is: {report:submit:from} – {field:City} – {report:reimbursable}. This ends up showing the report submitter’s email, the City field, and the reimbursable total. Moreover, this field will be automatically calculated on the fly inside the report.

To make the report title itself dynamic, just add a custom field named “Title.” You can check out our formulas, and other tips on how to use them, in our awesome guide here: https://www.expensify.com/help/formulas. Explore the power of formulas in your expense reports.

3 responses to Pro Tips: Formulas

  1. 

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