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 Show notes or Group by employee as needed.
Export or add to your favorites
Click Export to generate the file, or Add to my favorites to quickly regenerate this report later.
