Before following the steps below to export your imported company card expenses and their status, you'll need to add a copy of the Card Statement Status Report from the CSV library to the Export Formats section of your account, within the Admin area.
For help on how to add and customise the Card Statement Status Report to suit your reporting needs, see our Add export formats Help Article.
How to export card statement data
To export the current status of imported company card expenses, follow the steps below:
1. Go to the Finance area.
2. In the Imports and Exports section, click the Card Transactions subheading.
3. In the Statements tab, use the Filter options available to locate the relevant statement.
4. Tick the checkboxes, next to each statement you'd like to export the data for, or tick the Select All checkbox.
5. Click the Export button and select Export Selected from the drop-down.
6. Populate the export details in the Export Expenses window.
Report Name - give your export file a name.
Format - select the Card Statement Status Report CSV Format.
Include Receipts - tick the include receipts checkbox if you'd like a copy of all receipts attachments to be downloaded as part of the data export.
7. Click Export to download the report to your computer.