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Exporting Company Expenses

How to filter and export company expenses

Written by Tanvi Telang
Updated over a week ago

You can export your organization's expenses in Excel, PDF, or CSV formats. The exports can be customized, you can choose the details that you would like to export and leave out the unnecessary ones.

In order to export company expenses, switch to the Organization view and click on Expenses from the left sidebar

Select the required expenses using the checkboxes. On the top right-hand side click on the Export button

In the Export box that appears, select the format in which you would like the export. You can export PDFs export with or without receipts. Once you have selected your export format, click on the Next button.

Select the fields you would like to include in the export, using the checkboxes.

If you wish to customize your export further, click on Advanced Settings.

Under advanced settings you can customize the following:

File Type: The format of the export

Column date format: The format of the date (DD/MM/YYYY, MM/DD/YYY, YYYY/MM/DD)

Keep column headers in export file: If the columns headers used in Fyle should be retained in the export

Double row entry: If each entry should have two rows so specific data can be entered in a different row.

NOTE: Hover your mouse over the Sample Preview text to see how the entry would look in the export file.

Customize Columns: The column header title, column type, column data source field and line entries can be customized.

Once you have made all required customizations, click on Export.

The export file will be sent to you on your official email ID.

NOTE: In case you do not receive the export email from Team Fyle, kindly allow it a few minutes time and check your Junk/Spam folders as the email may have been redirected there.

Following the mentioned steps, you can easily customize and export your organization's expenses.

To learn more about filtering your organization's payments, click here.

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