ExpenseIn

You can create your own CSV export formats which can be used to create custom reports, to view expenses in Microsoft Excel and to import into additional software packages.&nbsp;

You can either add a Blank CSV Format to your account, or you can customise an existing CSV export format on your account. To add new new CSV export format, follow the below steps: 

1. Go to Admin &gt; Export Formats.

2. Select the relevant tab: Expenses; Invoices or Purchase Requests.

3. Click the New Export Format button.

4. Find the Blank CSV Format and click + Add to my account.

5. Once the Blank CSV Format is added to your account, click Edit to customise your format. For guidance on editing your export format, see our <a href="https://docs.expensein.com/en/articles/2804833-edit-a-csv-export-format" rel="nofollow noopener noreferrer" target="_blank">Edit a CSV export format</a> help article.

6. After you have customised the CSV format, you can use this to export your <a href="https://docs.expensein.com/en/articles/2060581-process-approved-expenses-to-file" rel="nofollow noopener noreferrer" target="_blank">expenses</a>, <a href="https://docs.expensein.com/en/articles/5319831-export-and-complete-approved-invoices" rel="nofollow noopener noreferrer" target="_blank">invoices</a> or <a href="https://docs.expensein.com/en/articles/5471980-export-accepted-and-closed-purchase-requests" rel="nofollow noopener noreferrer" target="_blank">purchase requests</a>.

<a href="https://docs.expensein.com/en/articles/2060581-process-approved-expenses-to-file" rel="nofollow noopener noreferrer" target="_blank">Process approved expenses to file</a>

<a href="https://docs.expensein.com/en/articles/2043137-export-completed-expenses-to-pdf-or-csv" rel="nofollow noopener noreferrer" target="_blank">Export completed expenses to PDF or CSV</a>

<a href="https://docs.expensein.com/en/articles/2804833-edit-a-csv-export-format" rel="nofollow noopener noreferrer" target="_blank">Edit a CSV export format</a>

<a href="https://docs.expensein.com/en/articles/9540447-delete-an-export-format" rel="nofollow noopener noreferrer" target="_blank">Delete an export format</a>

<a href="https://docs.expensein.com/en/articles/2578929-completed-reports" rel="nofollow noopener noreferrer" target="_blank">Completed reports</a>

- <a href="https://docs.expensein.com/en/articles/2060581-process-approved-expenses-to-file" rel="nofollow noopener noreferrer" target="_blank">Process approved expenses to file</a>
- <a href="https://docs.expensein.com/en/articles/2043137-export-completed-expenses-to-pdf-or-csv" rel="nofollow noopener noreferrer" target="_blank">Export completed expenses to PDF or CSV</a>
- <a href="https://docs.expensein.com/en/articles/2804833-edit-a-csv-export-format" rel="nofollow noopener noreferrer" target="_blank">Edit a CSV export format</a>
- <a href="https://docs.expensein.com/en/articles/9540447-delete-an-export-format" rel="nofollow noopener noreferrer" target="_blank">Delete an export format</a>
- <a href="https://docs.expensein.com/en/articles/2578929-completed-reports" rel="nofollow noopener noreferrer" target="_blank">Completed reports</a>

Create your own CSV file to allow you to export your expenses from the Finance section and import into your accounting package.

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