Export Expenses to Excel

Jselfslaghs

Good day,

I'm trying to figure out how to export monthly expense reports to Excel? Can you please assist and give instructions.

Thanks so much.

Sheena Trepanier

Hello @Jselfslaghs, happy to help! To export your expenses to an Excel format, you'd want to select your expenses from your Expenses page and then the Export to dropdown at the top right of your screen.

If you'd like to create your own export template, you can do so in your:

Settings > Policies > Group > [Policy Name] > Export Formats area

or

Settings > Account > Preferences > CSV Export Formats area

Also, here is an article that can help you understand how custom templates work, along many other articles within that go any extra details you might need!

CGA

Is it the default CSV format I need to chose to export the expenses to an excel spreadsheet?... TIA

Sheena Trepanier

Hi @CGA, sorry for missing your question before. If you use the default CSV template you'll receive a file in the CSV format. If you need an excel file specifically you'll want to create a custom export template. I shared direction for that in the accepted answer at the top of this thread.

Cheers!

Christina Dobryzynski

Hey there! Just a heads up that we recently released an update to the length of our ReportIDs to make them more unique. Your spreadsheet program might format some of the exported data in an exponential form (1.7976931348623157e+308). If that happens, you can correct it by changing the data to Plain Text or a Number in your spreadsheet program. We have more information on this change here. Feel free to reach out with any questions!