Export expenses
To download your Expenses:
- Go to your Expenses list page
- In the table pagination area, click the link called Export
- Wait for the file to download, then open the file in your spreadsheet program to edit.
To download your Expense Line Items:
- Go to your Expenses list page
- In the menu along the left side of the page under the Tools heading, click Export Expense Items.
- 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 |