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Add status displayName for reconciliation, update example #58

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NikkiWines merged 1 commit into from
Dec 23, 2025
Merged

Add status displayName for reconciliation, update example #58

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52 changes: 27 additions & 25 deletions source/includes/_reconciliationTemplates.md
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Original file line number Diff line number Diff line change
Expand Up @@ -50,9 +50,9 @@ In the archetypical example to the right, we iterate over each entry of the `car
```freemarker
<#-- Functions -->
<#function quoteCsv string>
<#if isCsv && string?contains(",") && !string?starts_with("\"")>
<#return "\"" + string?replace("\"", "\\\"") + "\"">
</#if>
<#if isCsv && string?contains(",") && !string?starts_with("\"")>
<#return "\"" + string?replace("\"", "\\\"") + "\"">
</#if>
<#return string>
</#function>
<#function unescapeHtml string>
Expand All @@ -67,7 +67,8 @@ In the archetypical example to the right, we iterate over each entry of the `car
Modified Sales date,<#t>
Original Amount,<#t>
Modified Amount,<#t>
Currency,Split,<#t>
Currency,<#t>
Split,<#t>
Category,<#t>
Tag,<#t>
Email,<#t>
Expand Down Expand Up @@ -104,27 +105,27 @@ In the archetypical example to the right, we iterate over each entry of the `car
<#else>
<#assign reportID = "">
</#if>
${quoteCsv(unescapeHtml(transaction.originalMerchant))},<#t>
${quoteCsv(unescapeHtml(transaction.modifiedMerchant))},<#t>
${transaction.posted},<#t>
${transaction.originalCreated},<#t>
${modifiedCreated},<#t>
${(-transaction.originalAmount/100)?string("0.##")},<#t>
${transaction.amountModified?then((-transaction.modifiedAmount/100)?string("0.##"), "")},<#t>
${transaction.currency},<#t>
${transaction.split?then("YES","NO")},<#t>
${quoteCsv(unescapeHtml(transaction.category))},<#t>
${quoteCsv(unescapeHtml(transaction.tag))},<#t>
${card.owner},<#t>
${quoteCsv(unescapeHtml(card.name))},<#t>
${status},<#t>
${quoteCsv(unescapeHtml(report.name))},<#t>
${report.status!""},<#t>
${report.managerEmail},<#t>
${report.url},<#t>
${quoteCsv(unescapeHtml(transaction.comment))},<#t>
${quoteCsv(unescapeHtml(transaction.externalID))},<#t>
${reportID}<#lt>
<#-- Original Merchant -->${quoteCsv(unescapeHtml(transaction.originalMerchant))},<#t>
<#-- Modified Merchant -->${quoteCsv(unescapeHtml(transaction.modifiedMerchant))},<#t>
<#-- Posted date -->${transaction.posted},<#t>
<#-- Sales date -->${transaction.originalCreated},<#t>
<#-- Modified Sales -->${modifiedCreated},<#t>
<#-- Original Amount -->${(-transaction.originalAmount/100)?string("0.##")},<#t>
<#-- Modified Amount -->${transaction.amountModified?then((-transaction.modifiedAmount/100)?string("0.##"), "")},<#t>
<#-- Currency -->${transaction.currency},<#t>
<#-- Split -->${transaction.split?then("YES","NO")},<#t>
<#-- Category -->${quoteCsv(unescapeHtml(transaction.category))},<#t>
<#-- Tag -->${quoteCsv(unescapeHtml(transaction.tag))},<#t>
<#-- Email -->${card.owner},<#t>
<#-- Card name -->${quoteCsv(unescapeHtml(card.name))},<#t>
<#-- Expense status -->${status},<#t>
<#-- Report name -->${quoteCsv(unescapeHtml(report.name))},<#t>
<#-- Report status -->${report.status.displayName!""},<#t>
<#-- Submitted to -->${report.managerEmail},<#t>
<#-- Report URL -->${report.url},<#t>
<#-- Comment -->${quoteCsv(unescapeHtml(transaction.comment))},<#t>
<#-- External ID -->${quoteCsv(unescapeHtml(transaction.externalID))},<#t>
<#-- Report ID -->${reportID}<#lt>
</#list>
</#list>
</#list>
Expand Down Expand Up @@ -164,6 +165,7 @@ submitterEmail | The email address of the person that created the report.
submitterID | The account ID of the creator of the report
state | The state of the report (Example: `AUTOREIMBURSED`, `BILLING`, `MANUALREIMBURSED`, `OPEN`, `SUBMITTED`)
status | The status of the report (Example: "Open", "Processing", "Approved", "Reimbursed", or "Archived")
status.displayName | The user-facing name of the report status ("Draft", "Outstanding", "Approved", "Paid", "Done")
total | The report's total, in cents
transactionList | The list of expenses on the report. *See the Expense level reference below for more information on printing information about Expenses.*
url | The url of the report
Expand Down