Finance users can view and export users' paid expenses from the Finance area. Follow the steps below to find and export processed reimbursable expense data:
1. Go to the Finance area.
2. In the Payments section, click the Payment Runs subheading.
3. Locate the payment runs you'd like to export. You can use the Filter option to set the date range you require; the Created Date is the date the reimbursable expenses were marked as paid.
Note: Expenses marked as incomplete for any reason will remain in the Payment Runs section and will be included in your search results. You'll see a yellow exclamation mark label to indicate one or more expenses in a payment run have been marked as incomplete and have a current status of 'Unpaid'.
4. Tick the checkboxes next to the payment runs you'd like to include in your report, or click the payment run line to expand it and tick the checkboxes next to the individual expenses you'd like to export.
5. Click Export, then select Export Selected from the drop-down.
6. In the Export Expenses window, populate the export details.
Report Name - give your exported file a name.
Format - select the export format you want to use to export the payment run(s).
Include Receipts - tick the checkbox to export the receipts attached to the expenses. The receipts will be stored in a separate folder as part of the data export.
7. Click Export to download the report to your computer.
You'll be able to view a record of your exported expenses in the Export History section.