The REI Hub system allows you to upload receipts or attachments to your booked transactions, which will be securely stored in the cloud. You can export receipts from REI Hub for redundant offline storage either in bulk or individually.
Some important things to know:
The bulk exporter can only download 500 receipts at one time. If you select a date range containing more than 500 receipts, you must update the range and run the export tool more than once.
Your attachments will be downloaded in a compressed .zip file. Each date you have a receipt for will have its own folder with all receipts from that day inside of it.
The attachment exporter only includes the receipt files. It does not include documents, notes, or transaction information. The 'General Ledger Export' (available from the Reports page, in the Other box) downloads an Excel file of all transactions.
To Export Receipts in Bulk
1) Navigate to the Reports page
Click on Reports from the left side menu.
2) Click the 'Attachments Export' in the Other box
3) Select the date range you would like to export receipts for
4) Click 'Update Filter' and to start the download
Depending on how many attachments were in the date range and how large the individual files are, the download may take up to a minute to complete.
To Export Receipts Individually
1) Navigate to the transaction in question
You can access transactions from multiple locations in REI Hub, including the revenue or expense pages, the booked transactions page, and the import feed.
2) Click on the paperclip icon to open the attachment
This will open the attachment into a new tab in your web browser.
Please note that the paperclip icon may be displayed in a different location, depending on where you access the transaction from. For example, the booked transactions page will display on the left, close to the transaction type.
3) Save the file from the new tab
Right or double-click on the attachment image, select 'save image as,' or select File, then Download. The exact process depends on your web browser and computer operating system.
Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.