Expense totals and exports

Reports

Reports totals expenses for a range of dates: This month, Last month, This quarter, This year, any date, or custom dates. Choose the dates and Show report. Years and quarters are calendar ones; Expenses does not use a financial year.

The report gives the total and the number of expenses in each currency, then totals by category, project, merchant and Contact: the Travel category's total for Last month is what was spent on travel that month. On a team, admins also see totals by person. Reimbursable shows, for each currency, how much reimbursable spending is still outstanding and how much was reimbursed.

Each currency is totalled separately; nothing is converted. Draft expenses from recurring rules and receipts still waiting for an amount are not counted.

A member's report covers their own expenses; an admin's covers the team's.

Export

Export CSV, on All Expenses or Reports, downloads the expenses that match the filters or dates as a CSV file for a spreadsheet. It has the date, merchant, description, category, amount, tax, currency, payment method, project, client, reimbursement details, receipt file name, tags and notes, and, for a team admin, the person.

Export receipts, on All Expenses, downloads a ZIP with expenses.csv and a receipts folder, each file named by date, merchant and amount. When a receipts export would hold too many receipts, the page says so; choose a shorter date range and export again.

When the team keeps its books in Accounting, its reports have expenses too; see Accounting reports and budgets.

For more help, Contact support.