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Purchase requests export history

How to access purchase request data that has previously been exported from the Purchase Requests area of Finance in the Invoicing module.

J
Written by Jack
Updated over a month ago

The Purchase Requests Export History section within the Invoicing Finance area enables you to keep track of all of your purchase requests exports.

Note: You can download and access any previous purchase request exports from this area. Your data is retained on ExpenseIn for seven years, in line with HMRC compliance.

To view your purchase requests export history, complete the following steps:

1. Go to Finance > Export History (under the Purchase Requests heading).

2. In the Export History area, use the available filters to locate a previously exported file as required.

3. Once you locate the required export, click the Actions button.

  • Select the Download option to obtain an exact copy of the previously exported file, ignoring any Admin changes since the file was exported.

  • The Download As... option allows you to download the file using a different export format, if any Admin changes have been made since the file was exported originally the new references will be included in the new export instead.

Note: Clicking on the file name link will also download an exact copy of the original file without needing to click the Actions button.

4. Once you've selected the relevant option, the file will download to your browser.

Note: You can only download previously exported files to your browser. If a file was previously downloaded to an alternative file destination, you cannot download the file to this destination again. You'll need to create a new export from the relevant Purchase Requests area in Finance if you require this.

If a file was exported to an outbound file delivery destination, you can view the status of the previous delivery by clicking Actions > View Email History. Files that were previously exported via file delivery will be indicated by a blue icon next to the Actions button.

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