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Add a new CSV export format

Learn how to create your own CSV file to allow you to export your expenses from the Finance section and import into your accounting package.

J
Written by Jack
Updated this week

Account Administrators can create CSV export formats which can be used to create custom reports, to view expenses in Microsoft Excel and to import into additional software packages. 

You can either add a Blank CSV Format to your account, or you can customise an existing CSV export format on your account.

To add a new CSV export format, 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. Find the Blank CSV Format and click Add +.

6. Once the Blank CSV Format is added to your account, click the Edit icon to customise your format.

7. After you've customised the CSV format, you can use this to export your expenses, invoices or purchase requests.

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