Custom Report Export Format with Tax

Hi @Ishta, thanks for reaching out. We offer some great resources for building a custom export that you can find in our Help Center here.

To get started building a custom export template, head to your Settings > Your Account > Preferences > CSV Export Formats page. Create a new export format and use the formulas found on this page to start building.

Specifically, you're going to be interested in the formula below as they match the information you shared that was important to you.

• Date - {expense:created:yyyy-MM-dd} - would output 2018-09-15 assuming the expense was created on September 15th, 2018.
• Invoice number - This will depend on how you're tracking the invoice number. Is this on the report level or the expense level? There is no default invoice number field in Expensify and you could use the Description or a Tag to track this information if at the expense level.
• Name of Supplier - {expense:merchant} would output Peet's Coffee assuming the expense is from a Peet's Coffee.
• Description of Goods or Services provided - {expense:comment} would output Meeting with Bill from accounting assuming that is the expenses' description
• Net amount - {expense:tax:net} would output $18.66 assuming this is the amount of the expense before tax was applied.
• VAT amount - {expense:tax:amount} would output $18.66 assuming this is the amount of the expense before tax was applied.
• VAT rate - {expense:tax:percentage} would output 20% assuming this is the amount of tax that was applied to the subtotal.
• Gross amount - {expense:amount} would output $3.95 assuming the expense was for three dollars and ninety-five cents.

Cheers!