This article shows the fields that can be added as columns in a custom export template for when you want to export data from your SVB T&E account. With the Custom Export Builder, you are able to create and save these templates. For more information, see How to Create a Custom Export Builder Template with Export Builder.
Column Name |
Description |
| Amount (USD) |
The expense amount, in USD |
| Attendees |
If any attendees were included on the expense, a list of attendees |
| Average Daily Rate |
If the expense includes a check-in and check-out date, the total amount divided by the number of days between those dates (for example, the nightly rate per day of a hotel stay) |
| Billable |
If the expense is marked billable, 'yes' If the expense is marked not billable, 'no' |
| Card Program Name |
If the expense is associated with a card transaction from a corporate card program, the name of that card program |
| Card Transaction Extended Description |
If we have an extended description of an associated card transaction |
| Category |
The expense category name, broken with a '>' if parent_category > sub_category |
| Check-in Date |
If the expense has a check-in date (typically used for hotels and rental cars) |
| Check-out Date |
If the expense has a check-out date (typically used for hotels and rental cars) |
| Debit Amount |
If the expense has a debit, the amount of that debit to the organization |
| Debit Date |
If the expense has a debit, the date of that debit to the organization |
| Debit ID |
If the expense has a debit, the unique debit ID of the expense generated by SVB T&E |
| Debit Status |
If the expense has a debit, the status of the debit |
| Employee Home Currency |
If the expenser has a home currency set, the numeric value of that home currency |
| Employee Home Currency Amount |
If the expenser has a home currency set, the 3-letter description of that home currency |
| Employee ID |
If the expenser has an employee id designated on their user profile |
| Expense URL |
The unique URL link of expense generated by SVB T&E |
| Expenser Email |
The email address of the expenser |
|
Expenser ID |
The unique ID of expenser generated by SVB T&E |
|
Expenser Name |
The first and last name of the expenser |
| GL Code |
If a category has a GL Code mapped |
| Has Receipt |
If the expense has a receipt, then 'yes' If the expense does not have a receipt, then 'no' |
| International Expense Amount |
If the expense is entered in an international currency, the 3-letter description of that international currency |
| International Expense Currency |
If the expense is entered in an international currency, the numeric value of that international currency |
| Last 4 |
If the expense is from a connected card, the card_description - last_4_digits_of_card_number |
| Manager Email |
If the expenser has a manager, the email address of the manager |
| Manager Name |
If the expenser has a manager, the first and last name of the manager |
| Merchant |
The expense merchant/vendor |
| Mileage (Miles) |
If the expense is a mileage expense, the number of miles |
| Note |
The expense note |
| Posted Date (GMT) |
If the expense is from a connected card that has transaction posting dates (only commercial/corporate tier card programs and select banks) |
| Reviewed Date (GMT) |
The date the expense was most recently reviewed (approved or denied) |
| Source |
Either 'Manual', 'Corporate Card', 'Personal Card', 'International (Manual)', 'International (Personal Card)', 'International (Corporate Card)' |
| Split ID |
If expense was split, the unique ID of the split generated by SVB T&E (all portions an split expense have the same split ID) |
| State |
The expense state (new, manager_approved, approved, denied) |
| Statement Date |
If the expense is from a connected card that has transaction statement dates (only commercial/corporate tier card programs and select banks) |
| Submitted Date (GMT) |
The date the expense was created |
| Total Days |
If the expense has check-in/check-out dates, the total number of days between check-in and check-out |
| Transaction Date (GMT) |
The date that the expense was incurred |
| Trip |
If a trip is associated with the expense, the name of the trip |
| Trip Start Date |
If a trip is associated with the expense, the start date of that trip |
| Trip End Date |
If a trip is associated with the expense, the end date of that trip |
| expense_field_name |
This column name is created from your organization's expense fields |
|
team_field_name |
This column name is created from your organization's team fields |
|
Create "" |
This creates an empty column name |