You can export a list of all reimbursable payments that are in the processing or closed state. They can be exported in Excel, CSV, or PDF format to your computer.
To export the payments, click on Reports from the left-hand sidebar and click on the Processing or Closed tab depending on your export requirements.
The Processing tab has a list of all reports that are currently processing via ACH.
The Closed tab has a list of reports that have completed the reporting cycle and are closed.
NOTE: The same process can be followed to export reports under the Submitted and Approved tabs.
Select the reports you want to export using the checkboxes and click on the More button. Select Export from the options.
In the pop-up box that appears, select the format in which you would like the export.
If you wish to share the export file to another email ID, toggle the Share Export to Yes and enter the email ID. Click on the Next button to proceed.
Select the fields you would like to include in the export, using the checkboxes, and 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 a few minutes and check your Junk/Spam folders as the email may have been redirected there.
To learn more about different states of expense reports, click here.