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Quickly extract the totals from an expense form so the bookkeeper can enter them into the ledger.
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Written for the moment this actually comes up.
Improve — make it easier to accept
+From the [document=July 2026 expense form PDF], export a two‑column Excel file with [DocumentID]…
Improve — make it easier to accept
+From the [document=July 2026 expense form PDF], export a two‑column Excel file with [DocumentID] and [ExpenseTotal], highlight any totals that don't match the form's sum, and include a one‑row summary of grand total and row count to make the bookkeeper's import and reconciliation faster.
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Who does this, and with what
The same task is different work inside a different job.
Office ClerkAdobe Acrobat ProMicrosoft Excelalso: Extract Expense Totalsalso: Prepare Bookkeeper Data
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