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Ability to export category and approval work flow lists

LizzieLizzie Expensify Customer Posts: 31 Expensify Newcomer

Can Expensify consider adding an export feature. I often want to review/scrub/update my policies and being able to export into excel would make it much more productive.

Not easy to review in Expensify.

Appreciate the consideration!

0 votes

Understanding the Issue · Last Updated


  • Cortney OfstadCortney Ofstad Expensify Success Coach - Admin Posts: 128 Expensify Team

    Hi @Lizzie! Thanks for reaching out! We do actually have the functionality to export category lists and your approval workflow into a CSV file, as shown below. You can access these settings by logging into the Expensify website and navigating to Settings - Policies - Group - [Policy Name] - Categories OR People.

    If you have any other questions or need anything else, please let me know!

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