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Export an Expense report

How to export Expenses report details from AutoEntry.

Written by Marie-H

It’s possible to export and download an Expense reports from the Reports tab or the Review tab. This is available to the submitter who created the report and the approver assigned to it.

📎NOTE: There’s no Download option in the Actions dropdown in the Expenses tab, unlike in the Purchases or Sales folders. However, you can still download the report from the Reports or Review tabs.

📌TIP : To export the original uploaded Expense, visit Export an Expense.


Download from the Reports tab

The submitter who created a report, or the Approver who received it can access the Reports tab and download the report details from there.

  1. Go to the Expenses Reports folder.

  2. Go to the Reports tab.

  3. Click View.

  4. Click Download.

  5. Select PDF or Excel.


Download from the Review tab

The Approver assigned to a report can access the Review tab and download the report details from there.

  1. Go to the Expenses Reports folder.

  2. Go to the Review tab.

  3. Click View.

  4. Click Download.

  5. Select PDF or Excel.

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