You are able to add, remove and move fields or make settings changes to CSV export formats on your account.
Please Note: If you are using a CSV export format from our Library, which is specifically designed for a particular accountancy package, making changes could cause the import into your accountancy package to stop working. Always test any changes made before using the changed export format for processing live expense data.
To edit a CSV Export Format, complete the following steps:
1. Go to Admin > Export Formats.
2. Select the relevant tab: Expenses; Invoices or Purchase Requests.
3. Click Edit next to the format you wish to edit.
4. On the Details tab, edit the fields as required:
Export Format Name - Change the name of the export format.
Description (optional) - Add a description for the export format.
Amount Format - Set the way the amounts are exported. Hover over the question mark icon to get more information on the different amount formats.
Use Excel Leading Zero Formatting - Determine if leading zeros are included when opening the file in Excel.
Areas - Select which areas of the system the selected export format will be made available, multiple areas can be selected;
My Expenses (available to end-users).
Approval (available to users who Approve expenses).
Finance (available to Finance Users).
PA Assist (available to users who assist other users).
5. On the Export Fields tab, choose the data fields you want to be exported from the system when exporting expenses, invoices or purchase requests using the selected format.
Data Fields - The field you wish to be included in the export format.
Header Name - The header name you require for the data field when exported.
Empty Value - Default value populated when the expenses, purchase requests or invoices being exported do not have a value for the selected field.
Field Options - Certain field types allow you to choose a particular format or option.
Please Note: If you want to add a custom field to your export format, you will need to have created it first in the Admin section. For steps on how to do this, follow our Create a custom field help article. Once added, the custom field will be available as a Data Field to select when editing your export formats.
6. To add extra fields, click + Add Export Field.
7. To remove an existing field, click the red x icon to the right of the field.
8. To change the order of the data fields in the selected export format, click the drag and drop icon to the right of the field, and move the field to your preferred position.
9. Once you have made your changes, click Update.