Across the different areas of your ExpenseIn account, you can export expenses to file. This article focuses on exporting approved expenses from within the Finance area of your account.
If you've not yet added a CSV export format to your account from the Admin area, you'll need to do this before you can export your expenses.
Please review our Add new CSV export formats help article before continuing.
When you're ready to export your expenses, follow the steps below:
1. Go to the Finance area.
2. Under the Approved heading, select the relevant section for the type of expenses you wish to export, E.g. Reimbursable.
3. Select the expenses you'd like to export to CSV by selecting them individually or tick the Select All checkbox. You can use the Filter options to help find the expenses you need.
4. Click the Export button and choose either Export All or Export Selected from the drop-down.
5. Populate the fields in the Export Expenses window.
Report Name - enter a name for your export file.
Format - select the desired export format from the list of available CSV Export Formats set up in the Admin area of your account.
File Destination - select the destination you'd like the file to be exported to; this can be a regular download to your browser or a configured outbound file delivery.
Export Actions - tick the Mark as paid or Mark as reconciled checkboxes if you want to mark the exported expenses as Paid or Reconciled during the export. This is recommended if you'll import your CSV file into an accounting package as it will prevent importing the same expenses more than once.
Include Receipts - tick the checkbox if you require a downloaded copy of the receipts attached to the expenses you are exporting.
Note: The Mark as completed export action will not display if you have the Additional Setting 'Auto complete paid, billed and reconciled expenses' enabled. Instead, expenses will be marked as Completed automatically at the same time as the export.
6. Click Export and your CSV file download will begin.