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Downloading your expenses
Downloading your expenses

You have access to export your expense information to a report from multiple areas in your account.

Written by Jack
Updated over a week ago

Once logged into the web portal, please follow the below steps to generate a report of your expenses from the Draft, Submitted or Approved areas. You will also have the option to download the related receipt images.

Please note: The export formats available to you are dictated by your company Finance team.

1. Navigate to your My Expenses area and select Draft, Submitted or Approved from the left-hand menu.

2. Click the blue Filter to expand to show the search criteria options.

  • Enter the required date range and apply any further search criteria. 

3. Click the Update button. Your expenses will be presented in a summary form, if you wish to view the expense details, click on each line.

4. Click Select All, or select the expenses that you would like to download.

5. Click the Export button and then Export Selected

6. Populate the Export box.

  • Enter a name for your report in the Report Name field.  

  • Select the Format you would like to use for your report. 

  • Tick Include receipts if you wish to download a copy of the related receipts. 

7. Click Download

You will find your report is in your default download folder on your PC. If you included receipts these will be found in a newly created folder.

If you selected a PDF Report, this will allow you to access the related expense receipt easily via a hyperlink in the report, so please ensure the PDF file and the receipt folder are saved in the same place.

Your company Finance team also have access to report on your expense history information. 

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