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Export completed expenses to PDF or CSV
Export completed expenses to PDF or CSV

Export your company expense information to a PDF or CSV report from the Completed section in Finance.

Written by Jack
Updated over a week ago

1. Navigate to the Completed Expenses area of Finance

2. Tick Select All or individually select the expenses you wish to Export.

3. Click the Export dropdown button, choose either Export All or Export Selected

4. Populate the Export Expenses box:

  • Give your export file a Report Name.

  • Choose a desired export format from the Format drop-down listing all available Export Formats setup in the Admin area of your account.

  • Select a required File Destination. This can be a regular download to your browser or a configured outbound file delivery.

  • Tick the Include receipts box if you require a downloaded copy of the receipts attached to the expenses you are exporting.

5. Click the Export button once you are ready to create and download your PDF or CSV Report.

Please note: If you have ticked Include receipts, ensure the PDF or CSV report and receipts folder are always saved in the same location. This will ensure any hyperlinks in the PDF report will work.

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