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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Non-finance teams constantly request expense reports for budget tracking and planning, but manually exporting and distributing these reports creates ongoing administrative work for finance teams.
You can eliminate manual exports by setting up automated expense report sharing that gives teams live data access while maintaining security controls.
Automate expense report sharing using Coefficient
Coefficient eliminates manual QuickBooks exports by creating automated expense report workflows. Teams get live expense data in Google Sheets while finance maintains control through a single secure connection.
How to make it work
Step 1. Import expense data with department-specific filtering.
Use the “From Objects & Fields” method to pull expense data from Bills, Purchases, and Expense objects. Filter by department, project, or cost center to create team-specific expense views that show only relevant spending data.
Step 2. Set up automated refresh schedules.
Configure daily, weekly, or monthly refreshes to match each team’s budget review cycles. Replace recurring manual export requests with scheduled imports that update automatically without finance team involvement.
Step 3. Create department-specific expense dashboards.
Build separate Google Sheets for marketing spend, operations costs, project expenses, or any other departmental breakdown. Apply date range filters with dynamic logic to automatically show current month or quarter expenses.
Step 4. Share dashboards with relevant teams.
Share the appropriate expense dashboards with department managers using view-only permissions. Teams can perform budget variance analysis and expense tracking using current QuickBooks data without requesting manual reports.
Stop manual expense report distribution
This transforms manual expense report workflows into an automated system that keeps all teams informed while reducing finance administrative burden and improving data timeliness. Automate your expense report sharing today.
