Downloading Attached Documents

Brent Y.'s Avatar

Brent Y.

19 Nov, 2020 12:18 PM

I am required to submit detailed expenditures with the receipts to the State to document the spending for Historical Tax Credits. I would like to add the receipts to each transaction and then download (or print to PDF) all the expenditures along with the attachments. This would allow the State to review each receipt.

I know how to add the attachments to the transactions but I am not able to find a way to download or print the attachments.

  1. 1 Posted by Stuart Beesley ... on 19 Nov, 2020 12:22 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    To print a single attachment. Click the Txn in the register, then on the right there is a attachment display. Double click the attachment and then print....

  2. 2 Posted by Brent Yaw on 19 Nov, 2020 12:24 PM

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    I would need to report about 800 transactions. Is there a method to download with the rest of the transaction detail or print them all to a PDF?

  3. 3 Posted by Stuart Beesley ... on 19 Nov, 2020 02:58 PM

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    That could be an interesting script/program to write. How would you expect such functionality to work (if it was a script).... I might consider writing one, but won't be immediate.

  4. 4 Posted by Brent Yaw on 19 Nov, 2020 03:04 PM

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    A down load to excel with links or possibly with a PDF.

    Moneydance is awesome overall and having something like this would allow people to use it in a brand new manner.

    Brent

  5. 5 Posted by Stuart Beesley ... on 19 Nov, 2020 05:44 PM

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    The problem is that the files are encrypted... So a script can get them, but only if run within moneydance.... I guess it would have to decrypt, then save outside MD to be any good...

  6. 6 Posted by Brent Yaw on 19 Nov, 2020 05:48 PM

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    I agree.

  7. 7 Posted by Stuart Beesley ... on 30 Nov, 2020 07:41 AM

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    What type of accounts would you run this on? Bank, Loan, Asset, Credit Card, Investment etc? What fields would you want extracted? What search criteria?

  8. 8 Posted by Brent Yaw on 30 Nov, 2020 05:18 PM

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    Accounts:

    Bank & Asset

    Fields:

    Same as the “Transactions” report without the Balance column and adding the document

    Search criteria:

    I can make it work with the same setup as the “Transactions” report

    Thanks,

    Brent

  9. 9 Posted by Stuart Beesley ... on 18 Dec, 2020 07:32 PM

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    Here you go. *EARLY* preview.. It may well need adjusting but works on my dataset. I have only tested on a Mac. I haven't tested on Windows. Have a play and let me know your thoughts?

  10. 10 Posted by Brent Yaw on 18 Dec, 2020 07:39 PM

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    Thanks. I will give it a try.

  11. 11 Posted by Stuart Beesley ... on 18 Dec, 2020 07:41 PM

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    FYI - If you click Yes to download attachments then it appends a number to the default csv filename and creates a subdirectory with the same name as the file (less csv). Attachments are dumped in there.... Interested to know if attachments open when you click... On Mac, it's been problematic.. Are you Mac or Windows?

  12. 12 Posted by Brent Yaw on 19 Dec, 2020 12:44 PM

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    I use a Mac, I have to send to other people so I do not know what they use.

  13. 13 Posted by Stuart Beesley ... on 19 Dec, 2020 01:07 PM

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    Doesn't matter, it should work on any platform. When in the Excel file, on the right, there are links. Hopefully one or more of them will work for you. Please let me know which.

    Also if on a Mac and using later versions with Office, you have to grant permissions to the attachment folder. You will see extra lines at the top of the file to explain this. You have to do this once whenever you open the file. It's not necessary on Windows or Linux.

  14. 14 Posted by Stuart Beesley ... on 19 Dec, 2020 01:14 PM

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    Version 2 (improved but still preview version) attached

  15. 15 Posted by Stuart Beesley ... on 20 Dec, 2020 09:00 AM

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    Hopefully final version attached. Did you have any feedback?

  16. 16 Posted by Brent Yaw on 20 Dec, 2020 02:47 PM

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    Sorry, got caught up with house repairs and have not spent enough time on it yet.

  17. 17 Posted by Brent Yaw on 22 Dec, 2020 01:24 PM

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    Script runs fine but I am having issues in Excel to get the hyperlinks to work; it just tells me the file can’t be opened and I do not even get to the warning message.

    I will keep working.

    Thank you for the help, this is very useful.

    Brent

  18. 18 Posted by Stuart Beesley ... on 22 Dec, 2020 01:43 PM

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    I know, it's a pain. It's Mac 'sand-boxing'. No such issues on Windows or Linux. Right, please do as follows on a Mac:

    Cell A6
    Edit the cell or CTRL-U
    Press enter
    The cell will turn blue
    Then click the blue cell/hyperlink
    It will ask you to Open.. It. may ask you to grant access, say yes/grant.

    Now the hyperlinks should work..

    Let me know?

  19. 19 Posted by Brent Yaw on 22 Dec, 2020 01:48 PM

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    This is the message I get.

  20. 20 Posted by Stuart Beesley ... on 22 Dec, 2020 01:56 PM

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    yes, but did you do the cell A6 thing and what did that do..?

  21. 21 Posted by Brent Yaw on 22 Dec, 2020 02:01 PM

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    Thank you. I did not read carefully enough.

    When I send this to someone else will all the links have to be reset?

    Brent

  22. 22 Posted by Stuart Beesley ... on 22 Dec, 2020 02:20 PM

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    So, can you confirm that the links open OK now?

    Well, as for sending to someone else.... You will have to do it carefully. A few points.

    There are two columns for file links. The second is relative - so this should still work. It's important that the spreadsheet exists in a directory, and then the attachments folder under that (as it is now). I suggest you create a zip from the csv directory to maintain this structure.

    If they are on windows or Linux, that's it...

    If a Mac, read on.... (some experimentation required)

    the cell a6 must be an absolute path, it cannot be relative. Try setting it to (3/s):
    FILE:///
    enter so it goes blue. test it... save file.
    then in finder, select the csv and the subdirectory
    right-click, select compress
    send this zip
    get the user to unzip, edit and click a6, then see if it works.

    If you like, try this, and send to me to test. Please send me your email address, and I will reply..?

  23. 23 Posted by Brent Yaw on 22 Dec, 2020 02:30 PM

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    Ok.

    Links work great now.

    I will have to do some checking on the people I have to send the information.

    Brent

  24. 24 Posted by Stuart Beesley ... on 22 Dec, 2020 02:31 PM

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    like I said, send to me if you like (just tell me your email) and happy to look at a test file

    PS - Perhaps I should change the default a6 to file:///

    ??

  25. 25 Posted by Stuart Beesley ... on 22 Dec, 2020 08:13 PM

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    FYI. I’ve uploaded a newer version to:
    https://yogi1967.github.io/MoneydancePythonScripts/

    Includes enhanced date parameters and now specifies file:/// in cell a6

  26. 26 Posted by dwg on 22 Dec, 2020 08:53 PM

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    With all the restrictions it looks like Apple wants to tie one hand behind your back when using MacOS :)

  27. 27 Posted by Stuart Beesley ... on 22 Dec, 2020 09:08 PM

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    Yes. Very restrictive. Still I think we have a working solution now. ;->

  28. 28 Posted by Stuart Beesley ... on 23 Dec, 2020 12:30 PM

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    Update build 1001 - attached. OK, I've switched cell a6 back to the full path.... small bug fix too, and now the script also creates a zip file for you too... This can be sent and unzipped the other end. The only dodge on Mac is that they have to edit cell a6 to be the path where they unzip and press enter, then click, and grant access. Anyway, let me know how you get on?

    S

  29. 29 Posted by Brent Yaw on 23 Dec, 2020 01:00 PM

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    Thank you

  30. 30 Posted by Stuart Beesley ... on 12 Jan, 2021 09:59 AM

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    Hi Brent, how did you get on with this? Any use?

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