From fc3a34d55d7383d6ad80fb9ccc91d4f62b601222 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 22 Jul 2024 09:46:07 -0400 Subject: [PATCH 1/5] Create Export-expenses.md --- .../expenses-&-payments/Export-expenses.md | 45 +++++++++++++++++++ 1 file changed, 45 insertions(+) create mode 100644 docs/articles/new-expensify/expenses-&-payments/Export-expenses.md diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md new file mode 100644 index 000000000000..4b3b409d212c --- /dev/null +++ b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md @@ -0,0 +1,45 @@ +--- +title: Export Expenses +description: Export expense data to a CSV file +--- +
+ +Expensify allows you to export expense data to a CSV file that you can import into your favorite spreadsheet tool for deeper analysis. + +To export your expense data to a CSV, + +- 1. Click the Search tab in the bottom left menu. +- 2. Select the checkbox to the left of the expenses or reports you wish to export. +- 3. Click # selected at the top-right and select Download. + +< INSERT IMAGE> + +The CSV download will save locally to your device with the file naming prefix _“Expensify_.”_ This file provides the following data for each expense: + - Date + - Merchant + - Description + - From + - To + - Category + - Tag + - Tax + - Amount + - Currency + - Type (i.e. cash, card, distance) + - Receipt URL + +## FAQ + +**Can I export in a different format, like PDF or XLS?** + +No, currently Expensify supports CSV export only. + +**Can I add columns to the CSV download to capture additional data points?** + +No, the CSV template cannot be customized. + +**Can I select expenses or reports in bulk?** + +Yes, you can select expenses or reports in bulk by selecting the **Select multiple** or **Select all** option. To display these options on the mobile app, simply long press an item. + +
From bdca545308bd2b3708671161158a835c9671436e Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 22 Jul 2024 09:55:42 -0400 Subject: [PATCH 2/5] Update Export-expenses.md --- .../new-expensify/expenses-&-payments/Export-expenses.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md index 4b3b409d212c..6970d934e37c 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md @@ -8,9 +8,9 @@ Expensify allows you to export expense data to a CSV file that you can import in To export your expense data to a CSV, -- 1. Click the Search tab in the bottom left menu. -- 2. Select the checkbox to the left of the expenses or reports you wish to export. -- 3. Click # selected at the top-right and select Download. + 1. Click the [Search](https://new.expensify.com/search/all?sortBy=date&sortOrder=desc) tab in the bottom left menu. + 2. Select the checkbox to the left of the expenses or reports you wish to export. + 3. Click # selected at the top-right and select Download. < INSERT IMAGE> From dc8ad696de0ed260659be8b18218ff922e14d842 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Wed, 24 Jul 2024 19:23:21 -1000 Subject: [PATCH 3/5] Update Export-expenses.md Updated content --- .../new-expensify/expenses-&-payments/Export-expenses.md | 6 ++---- 1 file changed, 2 insertions(+), 4 deletions(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md index 6970d934e37c..f95fe745655b 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md @@ -8,11 +8,9 @@ Expensify allows you to export expense data to a CSV file that you can import in To export your expense data to a CSV, - 1. Click the [Search](https://new.expensify.com/search/all?sortBy=date&sortOrder=desc) tab in the bottom left menu. + 1. Click the **[Search](https://new.expensify.com/search/all?sortBy=date&sortOrder=desc)** tab in the bottom left menu. 2. Select the checkbox to the left of the expenses or reports you wish to export. - 3. Click # selected at the top-right and select Download. - -< INSERT IMAGE> + 3. Click **# selected** at the top-right and select **Download**. The CSV download will save locally to your device with the file naming prefix _“Expensify_.”_ This file provides the following data for each expense: - Date From 6f385c288e009da855ba80031241bb57de023772 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Thu, 25 Jul 2024 17:19:28 -1000 Subject: [PATCH 4/5] Update Export-expenses.md Updated content --- .../new-expensify/expenses-&-payments/Export-expenses.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md index f95fe745655b..08056af761be 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md @@ -26,7 +26,7 @@ The CSV download will save locally to your device with the file naming prefix _ - Type (i.e. cash, card, distance) - Receipt URL -## FAQ +{% include faq-begin.md %} **Can I export in a different format, like PDF or XLS?** @@ -40,4 +40,6 @@ No, the CSV template cannot be customized. Yes, you can select expenses or reports in bulk by selecting the **Select multiple** or **Select all** option. To display these options on the mobile app, simply long press an item. +{% include faq-end.md %} + From d7eefcaf01c2d21a8021e38fc08cf4e2d9f34814 Mon Sep 17 00:00:00 2001 From: Stephanie Elliott <31225194+stephanieelliott@users.noreply.github.com> Date: Mon, 29 Jul 2024 13:10:33 -1000 Subject: [PATCH 5/5] Update docs/articles/new-expensify/expenses-&-payments/Export-expenses.md Co-authored-by: Daniel Gale-Rosen <5487802+dangrous@users.noreply.github.com> --- .../new-expensify/expenses-&-payments/Export-expenses.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md index 08056af761be..df112259edbb 100644 --- a/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md +++ b/docs/articles/new-expensify/expenses-&-payments/Export-expenses.md @@ -12,7 +12,7 @@ To export your expense data to a CSV, 2. Select the checkbox to the left of the expenses or reports you wish to export. 3. Click **# selected** at the top-right and select **Download**. -The CSV download will save locally to your device with the file naming prefix _“Expensify_.”_ This file provides the following data for each expense: +The CSV download will save locally to your device with the file naming prefix _“Expensify.”_ This file provides the following data for each expense: - Date - Merchant - Description