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We are in process of trialing PSA to replace our in house ERP system but we keep running into walls. The latest one being, how do we export bulk receipts from PSA. Most of our projects are serviced based and have a lot of expenses for things like travel, food and accommodation. Each project would run for months and can have 3-5 project team members.
As part of submitting their expenses the team members need to upload receipts for each expense. This all works fine but when it comes to downloading those receipts and saving them on our servers we cant find a way to bulk download them. It would be great if we could filter it based on person or project but for now I'll be more than happy for a way to just bulk download them.
Bulk download is little cumbersome in PSA and is not available to download all of them in one go.
I think this could be possible with XrmToolBox as the receipts are under the Notes entity. Haven't tried this personally though.
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