How to delete CSV Export Template

Maura_O Expensify Customer Posts: 3 Expensify Newcomer
edited August 2018 in Day to Day

How do you delete and edit CSV export templates?

Best Answer

  • Sheena Trepanier
    Sheena Trepanier Expensify Team, Approved! Accountant, Expensify Student Ambassador Posts: 1,362 Expensify Team
    edited March 2020 Answer ✓

    Hi @Maura_O, great question!

    There are two different places you can create an export template, so I'll cover both for you.

    Deleting a personal export template

    These instructions apply to templates you created in your Settings > Account > Preferences section. Use the red Delete to remove the template.

    Deleting a shared policy export template

    If you created a policy template that multiple policy admin can use, navigate to Settings > Policies > Group > [Policy Name] > Export Formats. From here use the red Delete button to remove the template.

    I hope this helps. Also, welcome to the community!