1. Go to the Finance area.
2. In the Completed section, click the Search Expenses subheading.
Note: You can use the filters available to refine your search in the Completed section.
3. Tick the Select All checkbox or individually tick the checkboxes next to the expenses you wish to export.
4. Click the Export button, then select either Export All or Export Selected.
5. Populate the fields in the Export Expenses window.
Report Name - give your export file a name.
Format - select the desired export format from the list of available Export Formats set up in the Admin area of your account.
File Destination - select the destination you'd like the file to be exported to; this can be a regular download to your browser or a configured outbound file delivery.
Include Receipts - tick the checkbox if you require a downloaded copy of the receipts attached to the expenses you are exporting.
6. Click Export and your file download will begin.
Note: If you've ticked Include Receipts, ensure the PDF or CSV report and receipts folder are always saved in the same location. This is particularly important for PDF reports as it will ensure any hyperlinks in the report will work.