From 7db7c3da583074ab23402faa2b4171cafc2d55b6 Mon Sep 17 00:00:00 2001 From: Rachael Hopkins <32854888+RachCHopkins@users.noreply.github.com> Date: Thu, 5 Dec 2024 18:21:56 +1300 Subject: [PATCH] Update and rename Export-expenses.md to Export-download-expenses.md --- .../Export-download-expenses.md | 57 +++++++++++++++++++ .../expenses-&-payments/Export-expenses.md | 47 --------------- 2 files changed, 57 insertions(+), 47 deletions(-) create mode 100644 docs/articles/new-expensify/expenses-&-payments/Export-download-expenses.md delete mode 100644 docs/articles/new-expensify/expenses-&-payments/Export-expenses.md diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-download-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-download-expenses.md new file mode 100644 index 000000000000..1952ba9539cd --- /dev/null +++ b/docs/articles/new-expensify/expenses-&-payments/Export-download-expenses.md @@ -0,0 +1,57 @@ +--- +title: Search and Download Expenses +description: Find expenses and export expense data to a CSV file +--- +
+ +Expensify allows you to export expense data to a downloaded CSV file, which you can then import into your favorite spreadsheet tool for deeper analysis. + +##Search Expenses + +The first step to exporting and downloading expenses is finding the data you need. + + 1. Click/tap the **Search** icon in the bottom left menu to go to the Search page + 2. Select the Expenses tab on the top left + 3. Select your Filters on the top right to filter by credit card used, coding, date range, keyword, expense value and a number of other useful criteria + 4. Hit View Results to see all expenses that match your filters + + ##Download Expenses + + 1. Select the checkbox to the left of the expenses or select all with the very top checkbox. + 2. Click **# selected** at the top-right and select **Download**. + 3. This will save a CSV file to your default download folder with the file naming prefix _“Expensify.”_ + 4. You can now open in your favorite spreadsheet tool + +![Select the expenses to download]({{site.url}}/assets/images/search-download.png){:width="100%"} + +This file provides the following data for each expense: + - Date + - Merchant + - Description + - From + - To + - Category + GL code + - Tag + GL code + - Tax + Tax code + - Amount + - Currency + - Type (i.e. cash, card, distance) + - Receipt URL + +{% include faq-begin.md %} + +**Can I export in a different format, like PDF or XLS?** + +No, currently Expensify supports CSV export only. + +**Can I add columns to the CSV download to capture additional data points?** + +No, the CSV template cannot be customized. + +**Can I select expenses or reports in bulk?** + +Yes, you can select expenses or reports in bulk by selecting the **Select multiple** or **Select all** option. To display these options on the mobile app, simply long press an item. + +{% include faq-end.md %} + +
diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md deleted file mode 100644 index f06c436449eb..000000000000 --- a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Export Expenses -description: Export expense data to a CSV file ---- -
- -Expensify allows you to export expense data to a CSV file that you can import into your favorite spreadsheet tool for deeper analysis. - -To export your expense data to a CSV, - - 1. Click the **[Search](https://new.expensify.com/search/all?sortBy=date&sortOrder=desc)** tab in the bottom left menu. - 2. Select the checkbox to the left of the expenses or reports you wish to export. - 3. Click **# selected** at the top-right and select **Download**. - -![Select the expenses to download]({{site.url}}/assets/images/Export-Expenses.png){:width="100%"} - -The CSV download will save locally to your device with the file naming prefix _“Expensify.”_ This file provides the following data for each expense: - - Date - - Merchant - - Description - - From - - To - - Category - - Tag - - Tax - - Amount - - Currency - - Type (i.e. cash, card, distance) - - Receipt URL - -{% include faq-begin.md %} - -**Can I export in a different format, like PDF or XLS?** - -No, currently Expensify supports CSV export only. - -**Can I add columns to the CSV download to capture additional data points?** - -No, the CSV template cannot be customized. - -**Can I select expenses or reports in bulk?** - -Yes, you can select expenses or reports in bulk by selecting the **Select multiple** or **Select all** option. To display these options on the mobile app, simply long press an item. - -{% include faq-end.md %} - -