Across the different areas of your ExpenseIn account, you can export expenses to file. This article focuses on exporting approved expenses from within the Finance area of your account.
If you have not yet added a CSV export format to your account from the Admin area, you will need to do this before you can export your expenses. Please review our Add new CSV export formats help article before continuing.
When you are ready to export your expenses, follow the steps below:
1. Navigate to the Finance area.
2. From the Approved section, select the relevant section for the type of expenses you wish to export i.e. Reimbursable.
3. Select the expenses you would like to export to CSV by selecting them individually or tick the Select All check box. You can use the Filter option to help find the expenses you need.
4. Click the Export dropdown and choose either Export All or Export Selected.
5. In the pop-up window, enter your export requirements:
6. Enter a Report Name for your export file.
7. From the Format drop-down, select a desired export format from the list of available CSV Export Formats setup in the Admin area of your account.
8. Select a required File Destination. This can be a regular download to your browser or a configured outbound file delivery.
9. Tick the Mark as paid or Mark as reconciled box should you want to mark the exported expenses as Paid or Reconciled during the export.
If you are looking to import your CSV file into an accounting package, we recommend ticking Mark as Paid/Reconciled. This will prevent importing the same expenses to your accountancy package more than once.
Please Note: The expenses will be marked as Completed at the same time, when the Advanced Setting Auto complete paid, billed and reconciled expenses is enabled.
10. Tick Include receipts if you require a downloaded copy of the receipts attached to the expenses you are exporting.
11. Click the Export button and your CSV file download will begin shortly.