There are several expenses and invoicing export formats available on ExpenseIn as standard and you can also create your own CSV export formats from within the Admin area if none of the standard PDF or CSV export formats suit your reporting requirements.
Add an export format to your account
To add an export format to your account, complete the following steps:
1. Go to Admin > Export Formats.
2. Go to the relevant tab: Expenses; Invoices or Purchase Requests.
3. Click on the New Format button, in the top right.
4. On the relevant export format option, click on + Add to my account.
5. Ensure you can see the newly added format in your export formats list.
Add an export format to different areas
Once an export format has been added to your account, you can adjust the areas of ExpenseIn where users can use the export format.
By default, export formats will be visible in the Finance area. However, you may wish to make an export format, such as the Mileage PDF report, available to your users' My Expenses area.
To change the areas where an export format is available, complete the following steps:
1. Go to Admin > Export Formats.
2. Go to the relevant tab: Expenses; Invoices or Purchase Requests.
3. Click Edit next to the export format that you would like to adjust the areas it is available.
4. In the export format details, click the Areas drop-down to tick the areas of ExpenseIn where you would like the export format to be available.
For example, to add the Mileage PDF Report to your users' My Expenses area, tick the My Expenses option.
5. Click Update to save your changes.
The export format will now be available in your selected areas of ExpenseIn to use when exporting your expenses, invoices or purchase requests.