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..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 @@ -1,58 +1,64 @@ --- -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 +description: Learn how to search for and download expenses in New Expensify using filters and export options. +keywords: [New Expensify, search expenses, download expenses, export CSV, 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. +Easily search for specific expenses in New Expensify and export them as a CSV file for your records or analysis. --- # 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. + +2. **Access the Expenses Tab**: + - Select the **Expenses** tab at the top-left of the Reports page. -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. +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 -Once you’ve found the expenses you need, here’s how to download them. +Once you've found the expenses you need: + +1. **Select Expenses**: + - Check the box beside each expense, or choose **Select all** at the top. -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. +2. **Download Selected Expenses**: + - Click **Selected** in the top-left of the expense list and choose **Download**. -![Select the expenses to download]({{site.url}}/assets/images/search-download.png){:width="100%"} +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 @@ -62,11 +68,11 @@ No, expense exports are only available in CSV format. ## 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? -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?