Export expenses

To download your Expenses:

  1. Go to your Expenses list page
  2. In the table pagination area, click the link called Export

  3. Wait for the file to download, then open the file in your spreadsheet program to edit.

To download your Expense Line Items:

  1. Go to your Expenses list page
  2. In the menu along the left side of the page under the Tools heading, click Export Expense Items.
  3. Wait for the file to download, then open the file in your spreadsheet program to edit.

Data available in your Expense Line Item export file:

Expense ID The unique identifier for the Expense
Expense Date The date for the expense
Code The expense code
Vendor The expense vendor
Sales Channel
Product (if associated)
Order (if associated)
Category
Quantity
Quantity Type unit of measurement, defaults to "item"
Material (only if associated)
Material SKU
Total Price this price includes any proportional discounts, tax, and shipping
Paid?
Received?
Notes
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