How to: Export employee reimbursement details for Indirect reimbursement

Christina Dobryzynski
Christina Dobryzynski Expensify Success Coach - Admin, Expensify Team, Expensify Student Ambassador Posts: 268 Expensify Team
edited March 2022 in How-to Docs

After a policy admin has setup an Expensify group policy for Indirect reimbursement and reached out to [email protected] for us to add the Reimbursement Details Export format to their account, below are the steps to export reimbursement details for a single employee report or multiple employee reports.

Export a single employee reimbursement details:

  1. Open an Approved report on the web app.
  2. Click Export To in the upper left corner of the report.
  3. Choose the Reimbursement Details Export format.
image.png

Export multiple employee reimbursement details:

  1. Go to the Reports page.
  2. Use the filters to find all Approved reports.
  3. Select multiple reports.
  4. Click Export To in the upper left corner of the report.
  5. Choose the Reimbursement Details Export format.
image.png

Things to note:

  1. The Reimbursement Details Export format will be associated with one policy admin email, please send us the email that is best for your organisation when completing Step 5 of setting up indirect reimbursement.
  2. All exported reports will be emailed to this policy admin. If you would like exported reports to be emailed to a second email, please notify us of this when completing Step 5 of setting up indirect reimbursement.
  3. Only Approved reports can be exported.
  4. An export will fail if:
    1. An employee has yet to add reimbursement details to their Expensify account.
    2. You try to export a report in a different state from Approved.

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  • Maddy Lewis
    Maddy Lewis Expensify Team, Expensify Student Ambassador Posts: 120 Expensify Team

    After a policy admin has setup an Expensify group policy for Indirect reimbursement and reached out to [email protected] for us to add the Reimbursement Details Export format to their account, below are the steps to export reimbursement details for a single employee report or multiple employee reports.

    Export a single employee reimbursement details:

    1. Open an Approved report on the web app.
    2. Click Export To in the upper left corner of the report.
    3. Choose the Reimbursement Details Export format.
    image.png

    Export multiple employee reimbursement details:

    1. Go to the Reports page.
    2. Use the filters to find all Approved reports.
    3. Select multiple reports.
    4. Click Export To in the upper left corner of the report.
    5. Choose the Reimbursement Details Export format.
    image.png

    Things to note:

    1. The Reimbursement Details Export format will be associated with one policy admin email, please send us the email that is best for your organisation when completing Step 5 of setting up indirect reimbursement.
    2. All exported reports will be emailed to this policy admin. If you would like exported reports to be emailed to a second email, please notify us of this when completing Step 5 of setting up indirect reimbursement.
    3. Only Approved reports can be exported.
    4. An export will fail if:
      1. An employee has yet to add reimbursement details to their Expensify account.
      2. You try to export a report in a different state from Approved.

    Related articles:

    Flag · Accept Answer Off Topic Insightful Vote Up Awesome

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