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Export several policies at once

Mathias_Korbes0Mathias_Korbes0 Approved! Accountant Posts: 6 Expensify Newcomer

Dear,

Is it possible to select several policies, not all policies, and export them? If I have 5 policies and I want to download only 3 in one go, how can I do that?

Thank you,

Mathias

Answers

  • Sheena TrepanierSheena Trepanier Expensify Success Coach - Admin Posts: 1,316 Expensify Team

    Hi @Mathias_Korbes0, thanks for posting! What are your trying to export? Are you looking to export reports belonging to 3 out of 5 policies all at once?

    This isn't possible right now. Using the filters on the Reports page, you can export based on a single policy or based on all policies, by selecting one policy (or all) from the dropdown, but you cannot select multiple policies.

    If you're not referring to exporting reports on multiple policies, can you tell me a bit more about what you need so I can help find a solution?

    Thanks!

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