There are several export formats available on ExpenseIn within the Invoicing section as standard - you'll find these in the Admin area under the heading Export Formats > Invoicing and Purchase Requests.

Before adding any additional export formats to your accounts, you'll have four standard export formats available:

Invoices

  • Detailed Invoice PDF Report

  • Invoice Summary PDF Report

  • Invoice Supplier Summary CSV Report

  • Invoice Supplier Payment CSV Report

Purchase Requests

  • Purchase Request Summary

Detailed Invoice PDF Report

Your detailed invoice PDF report will display a cost breakdown (Ex VAT, VAT and Inc VAT) of your Categories, Departments and Suppliers before then detailing the particulars of each invoice.

Here you'll find a link to our example file for the Detailed Invoice PDF Report format.

Invoice Summary PDF Report

The invoice summary report provides you with illustrative examples of your invoices, segmented by your Departments, Categories and Projects. The report will then display a supplier cost breakdown (Ex VAT, VAT and Inc VAT).

Here you'll find a link to our example file for the Invoice Summary PDF Report format.

Invoice Supplier Summary CSV Report

Your invoice supplier summary CSV report will detail the supplier's name and reference, the amounts of the invoice(s) (Net, Tax and Gross) and the currency.

Here you'll find a link to our example file for the Invoice Summary Supplier CSV Report format.

Invoice Supplier Payment CSV Report

Similar to that of the invoice supplier summary CSV report, the invoice supplier payment CSV report will include the same fields in addition to the Supplier's bank details (account number and sort-code).

Here you'll find a link to our example file for the Invoice Supplier Payment CSV Report format.

Purchase Request Summary

Your purchase request summary is a CSV export format that will detail the: Purchase Request number, Supplier Name and reference, Owner, Department, Description, Amounts (Net, Tax and Gross), Balance, Currency, Invoicing Frequency and the purchase request's status.

Here you'll find a link to our example file for the Purchase Request Summary format.

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