From beb7d8762b5e14e55f3b69f07e5a92a1986716dc Mon Sep 17 00:00:00 2001 From: Clara Jones Date: Tue, 17 Jun 2025 11:54:47 -0700 Subject: [PATCH 1/2] Update Search-and-Download-Expenses.md https://github.com/Expensify/Expensify/issues/509986 --- .../Search-and-Download-Expenses.md | 96 ++++++++++--------- 1 file changed, 50 insertions(+), 46 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md index 9a36a7cb04f5..5b3552ffbc01 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md @@ -1,74 +1,78 @@ --- -title: Search and Download Expenses -description: Find expenses and export expense data to a CSV file -keywords: [New Expensify, download expenses, export expenses to a CSV] +title: search-and-download-expenses.md +description: Learn how to search for and download expenses in New Expensify using filters and export options. +keywords: [search expenses, download expenses, export CSV, New Expensify, expense filters, expense reports] --- +
-You can easily search for expenses in New Expensify and export them to a CSV file for use in any spreadsheet tool. This guide walks you through how to filter expenses and download your data. +# Search and Download Expenses ---- +Easily search for specific expenses in New Expensify and export them as a CSV file for your records or analysis. -# Search Expenses +## Search Expenses -Use filters to quickly find the expenses you need before downloading them. +1. **Navigate to the Reports Page**: + - Click the **Reports** icon in the left-hand menu. -1. Select the **Search** icon in the bottom-left menu. -2. Choose the **Expenses** tab at the top-left. -3. Tap **Filters** in the top-right corner. -4. Filter your results by: - - Credit card - - Category or tag - - Date Range - - Keyword - - Expense amount - - And more -5. Select **View Results** to display matching expenses. +2. **Access the Expenses Tab**: + - Select the **Expenses** tab at the top-left of the Reports page. ---- +3. **Apply Filters**: + - Click **Filters** in the top-right corner. + - Filter your results by: + - Credit card + - Category or tag + - Date range + - Keyword + - Expense amount + - And more + +4. **View Results**: + - Click **View Results** to display matching expenses. -# Download Expenses +## Download Expenses -Once you’ve found the expenses you need, here’s how to download them. +Once you've found the expenses you need: -1. Select the checkbox beside each expense, or choose **Select all** at the top. -2. Click **Selected** in the top-right and choose **Download**. -3. A CSV file will automatically download to your device (prefixed with “Expensify”). -4. Open the file in your preferred spreadsheet tool. +1. **Select Expenses**: + - Check the box beside each expense, or choose **Select all** at the top. -![Select the expenses to download]({{site.url}}/assets/images/search-download.png){:width="100%"} +2. **Download Selected Expenses**: + - Click **Selected** in the top-left of the expense list and choose **Download**. + +A CSV file will automatically download to your device, prefixed with “Expensify”. Open the file in your preferred spreadsheet tool. **The CSV includes the following fields:** -- Date -- Merchant -- Description -- From -- To -- Category + GL code -- Tag + GL code -- Tax + Tax code -- Amount -- Currency -- Type (e.g., cash, card, distance) -- Receipt URL ---- +- Date +- Merchant +- Description +- From +- To +- Category + GL code +- Tag + GL code +- Tax + Tax code +- Amount +- Currency +- Type (e.g., cash, card, distance) +- Receipt URL -# FAQ +## FAQ -## Can I export in a different format, like PDF or XLS? +**Can I export in a different format, like PDF or XLS?** No, expense exports are only available in CSV format. -## Can I customize the columns in the CSV file? +**Can I customize the columns in the CSV file?** -No, the CSV download uses a fixed template and can't be customized. +No, the CSV download uses a fixed template and can’t be customized. -## Can I select expenses or reports in bulk? +**Can I select expenses or reports in bulk?** -Yes! Use **Select multiple** or **Select all** to choose multiple items at once. On mobile, just long-press an item to display these options. +Yes! Use **Select multiple** or **Select all** to choose multiple items at once. On mobile, just long-press an item to display these options. -## Why do I see a 404 error when clicking on the receipt image URL in the CSV export? +**Why do I see a 404 error when clicking on the receipt image URL in the CSV export?** You must be logged into your Expensify account on the browser where the link is being opened. Receipt URLs are only accessible when logged into your Expensify account. From c1a099c20991ab1e1bb971777eb402e942027055 Mon Sep 17 00:00:00 2001 From: Clara Jones Date: Tue, 24 Jun 2025 15:06:16 -0700 Subject: [PATCH 2/2] Update Search-and-Download-Expenses.md --- .../Search-and-Download-Expenses.md | 24 ++++++++++--------- 1 file changed, 13 insertions(+), 11 deletions(-) diff --git a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md index 5b3552ffbc01..298e61eefbfb 100644 --- a/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md +++ b/docs/articles/new-expensify/reports-and-expenses/Search-and-Download-Expenses.md @@ -1,16 +1,16 @@ --- -title: search-and-download-expenses.md +title: Search and Download Expenses description: Learn how to search for and download expenses in New Expensify using filters and export options. -keywords: [search expenses, download expenses, export CSV, New Expensify, expense filters, expense reports] +keywords: [New Expensify, search expenses, download expenses, export CSV, expense filters, expense reports] ---
-# Search and Download Expenses - Easily search for specific expenses in New Expensify and export them as a CSV file for your records or analysis. -## Search Expenses +--- + +# Search Expenses 1. **Navigate to the Reports Page**: - Click the **Reports** icon in the left-hand menu. @@ -31,7 +31,9 @@ Easily search for specific expenses in New Expensify and export them as a CSV fi 4. **View Results**: - Click **View Results** to display matching expenses. -## Download Expenses +--- + +# Download Expenses Once you've found the expenses you need: @@ -58,21 +60,21 @@ A CSV file will automatically download to your device, prefixed with “Expensif - Type (e.g., cash, card, distance) - Receipt URL -## FAQ +# FAQ -**Can I export in a different format, like PDF or XLS?** +## Can I export in a different format, like PDF or XLS? No, expense exports are only available in CSV format. -**Can I customize the columns in the CSV file?** +## Can I customize the columns in the CSV file? No, the CSV download uses a fixed template and can’t be customized. -**Can I select expenses or reports in bulk?** +## Can I select expenses or reports in bulk? Yes! Use **Select multiple** or **Select all** to choose multiple items at once. On mobile, just long-press an item to display these options. -**Why do I see a 404 error when clicking on the receipt image URL in the CSV export?** +## Why do I see a 404 error when clicking on the receipt image URL in the CSV export? You must be logged into your Expensify account on the browser where the link is being opened. Receipt URLs are only accessible when logged into your Expensify account.