If an export format is no longer required, an Account Administrator can delete it from the Export Formats section in the Admin area.

To delete an export format, 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 three dots icon next to the export format and select Delete from the drop-down.

Note: If you need to delete more than one export format, tick the checkboxes next to each format, then click the Actions button and select Delete from the drop-down.

5. Click Continue in the Delete Export Formats confirmation window to delete the export format.

Note: If you accidentally delete one of our standard expenses or invoicing export formats, these can be readded by clicking New Expense Format; the only exception is the Basic Export.

If you delete the standard Basic Export format or one of your custom export formats by accident, this cannot be undone and you will need to add and create a new CSV export format.

If you have a Bespoke Report that has been created for you as part of our Bespoke Reporting Service and the format is deleted by accident, please contact our Support team.