HELP: Creating Report for Selected Card Charges

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syedbukhariva1
syedbukhariva1 Expensify Customer Posts: 1

Hello!

I wanted to reach out to you and figure out how to create a report selecting certain credit card charges.

The intention is if we had an employee accidentally use a company credit card for a car share service we can create a report with those charges and use that report to do a payroll deduction.

Please advise.

Thank you!

Best Regards,

-Syed

Answers

  • Amanda DeWitt
    Amanda DeWitt Expensify Success Coach - Admin Posts: 83 Expensify Team
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    Hey @syedbukhariva1!

    Can you elaborate on "report"? Are these expenses already on a report? or are they expenses still needing to be reported initially?

    If you're just looking to export particular expenses to a spreadsheet after they have been reported in Expensify, you can do this from your Expenses page as an Admin.

    To do so, update your filters to show the expenses you wish to export, then select the select all checkbox to select all. Once selected you should see an Export To option at the top right corner. The exported spreadsheet should then automatically download to your computer.

    If this isn't what you're looking for, could you please go over what you're looking to do in a bit more detail? Thanks in advance!