This page provides guidance on how to create a custom CSV or .XLS file for further review and organization outside of Expensify, or for an import into your accounting or HR system. If you are using an accounting system that we don't directly integrate with (such as Sage or Dynamics), this will be the perfect solution.
Covered in this Article:
Create an Export Template
Export file templates can be configured in two different places within your Expensify account, depending on who needs access to run the report.
- For a template that you can run from your specific account that only you will have access to, go to the blue settings icon in the upper right hand corner of the screen > Account Settings > Preferences > CSV Export Formats.
- Corporate policy admins can also create a policy-specific export template format at Admin > Policies > [Policy Name] > Export Formats which will be available for any policy admin to use and export reports to.
When you create a new export format, or edit an existing one, you will see the following screen which allows you to dictate the specific content (and order) of each column in the export file.
Formulas allow you to enter complex, dynamic fields into your report fields and custom spreadsheet templates. They are designed to be simple formulas, as seen in Excel, but powerful enough to satisfy almost any requirement.
To view the full list of formulas, visit our custom formulas page.
Export Expense Reports
In your Expensify account, start by opening an approved report - or select an entire batch of reports from the Reports page. Then select the “Export to” button and choose the pre-configured export file.
Please see the specific help article that relates to your accounting integration in order to find out more about exporting to each system.