Downloading a copy of my expenses
Manually exporting expenses
If you're on the new app interface:
- Go to 'Expenses'
- Click 'Download expenses' (or tap '...' if you're on the mobile app)
- Download a CSV file for expenses within a chosen period. Filter the list to view specific durations or choose all expense receipts
If you're not on the new app interface:
- Go to 'Hub'
- Select 'Expenses' and choose the completed expense
- Click 'Download expenses'
- Download a CSV file for expenses within a chosen period. Filter the list to view specific durations or choose all expense receipts
To check if you're on the new app interface, see this FAQ.
Accounting integration
- If you have an accounting integration set up, all approved expenses and data, including receipts, will be automatically synced to the accounting software
- If the expense failed to sync, you can manually start the sync again by exporting to your accounting software