There are several expenses and invoicing export formats available on ExpenseIn as standard and Account Administrators can also create new CSV export formats from within the Admin area if none of the standard PDF or CSV export formats suit your reporting requirements.
How to add an export format to your account
To add an export format to your account, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Export Formats subheading.
3. Select the relevant tab: Expenses, Invoices or Purchase Requests.
4. Click the New Export Format button.
5. Click Add + next to the relevant export format option.
6. Ensure you can see the newly added format in your export formats list.
How to 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, follow the steps below:
1. Click the Account Name > Admin.
2. In the Account Setup section, click the Export Formats subheading.
3. Go to the relevant tab: Expenses, Invoices or Purchase Requests.
4. Click the Edit icon next to the export format where you'd like to adjust the areas it is available.
Note: You can also click the three dots icon and select Edit from the drop-down.
5. Click the Areas drop-down to tick the areas of ExpenseIn where you'd like the export format to be available.
E.g. To add the Mileage PDF Report to your users' My Expenses area, ensure you tick the My Expenses option.
6. Click Update.
The export format will now be available in your selected areas of ExpenseIn to use when exporting expenses, invoices or purchase requests.