exporting expenses from expense rather than report

Pattims

Because I have three policies, I want to export from expenses rather than report so that I can avoid three reports and they go to one GL. I have created a custom export from expenses, but how can I modify it?

Sheena Trepanier

Hi @Pattims - thanks for reaching out! If you created a custom export from Expenses, you're likely to find it on your Settings > Account > Preferences > CSV Export Formats page.

Any custom export template you've created will display an Edit button.

You can learn more about editing these types of templates in the help docs listed below, cheers!

• How-to: Create a custom export template
• Deep Dive: Using formula to create a custom export
• Deep Dive: Expense level formula
• Deep Dive: Report level formula
• Deep Dive: User level formula