You can easily export your expense data with our CSV or PDF export options. Log in to your account from your desktop browser. For Corporate Card Transactions, go to the Transactions page; for Reimbursable Expenses, go to the Reimbursable Expenses page. At the top of each of those pages, you will see the Search and Filtering bar.
Take a look at our support article on our Filter feature. This is a powerful tool that you can use to slice and dice your data in many different ways.
Once you pull up the expenses you would like to export, you will see the 'export all' option below the search bar.
You can also multi-select a group of expenses you wish to export.
Click the 'Export' button and choose your desired template to download that data in a .CSV or .PDF file. To learn how to create a custom template, see this support article.
CSV Export - You can choose from a custom export template or select the default CSV, which exports all values available on an expense.
PDF Export - This document contains a coversheet of your expense data along with an appendix of all the associated receipt images. If you needed to archive your expense data or share with a third party, this is the perfect document to export.
Exporting Data for Accounting
If you need to export expense data for your accounting platform, the quickest way to do that is go to your company's Bank Transfer History tab to export the expense data tied to specific outgoing Bank Transfers. It's a one-click approach to getting the relevant expenses you need to book to bank transfers in your platform. Just click on the Export link that is in-line with the right transfer and pick your file type (CSV or PDF).