Can I change the date range for the Expense Export?
Yes, you can choose the start and end dates.
Can I change the default names of categories before I export them?
You can give each column a custom name before you export your expenses.
Do the columns only export in a standard order?
Using the 4-headed arrow you can rearrange the columns into the order that works best for you.
Are any new categories available in the export?
Yes, we provide the following eight categories:
Report status
User email
Employee ID
Submitted date
Reimbursement date
Paid date
Approved by manager
Approved by finance
Do I have to export all departments?
No, you can choose which departments to include in your export simply by unchecking the boxes for those you wish to exclude.
I didn’t get an email, where’s my report?
No need to check your email, the expense report is downloaded by your browser. Check your downloads folder or desktop for the report.
Do I have to reselect my customizations such as column rearrangement and departments selected?
All of your customizations are saved between sessions, all you do is navigate to the Expense Export, and choose the dates for your next report.
Publish date: May 13, 2023
Last update: NA