I'm trying to figure out how to export monthly expense reports to Excel? Can you please assist and give instructions.
Thanks so much.
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 policy or Account Settings. We have a wealth of information in our Help Center covering this step by step, but I'll share a couple articles below that I think would be helpful.
Creating a template
Custom formula used to edit template
Is it the default CSV format I need to chose to export the expenses to an excel spreadsheet?... TIA
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.