This article explains how to export your expense and reimbursement requests from the Reports section.
Where to find the expense export
The expense export is now located under the Reports tab in the left menu. It is now a report category of its own (it was previously done from the Expenses menu).
Click Reports.
In the Choose a category step, select Expenses.
Configure to set the export options.
Configure the export
Once the Expenses category is selected, set the following options:
Date range
Select the period to export (a Custom date range is also available).
Select types
Turn on Mileage, Expenses, or both.
Show report for
Choose Locations and positions (all or specific) or Specific employees.
Report details
Filter the report by Taxes and Status.
Options
Check the options you need from the list below:
Attach receipts as proof of payment
Creates a ZIP folder containing the report along with all receipts, organized by employee, for the selected period
Show notes
Adds a column to the report with the manager's notes
Group by type
Groups expenses by type
Group by employee
Groups expenses by employee
Note : to attach receipts as proof of payment, you must select a date range shorter than a full year.
Export or add to your favorites
Click Export to generate the file, or Add to my favorites to quickly regenerate this report later.
