Export Types Available

Contains itemized expense information with the following columns:

• Date

• Description

• Vendor

• Category

• Original Currency (from currency conversion)

• Total

• Created By

• Attachments (Image URLs or file names)

• Situational columns (depends on workspace settings)

  • First tax amount

  • Second tax amount

  • Subtotal

  • Payment Method

Advanced Options

• Split By User

  • Download separate CSV files of transactions for each user

• Download images (enabled by default)

  • Includes a zipped file of your receipt images

Contains itemized expense information with the following columns:

• Date

• Description

• Client

• Category

• Total

• Created By

• Reports

• Attachments (Image URLs or file names)

Advanced Options

• Split By User

  • Download separate CSV files of transactions for each user

• Download Images (enabled by default)

  • Includes a zipped file of your receipt images

Contains itemized drive information with the following columns:

• Date

• Start Location

• End Location

• Deduction Amount

• Distance

• Classification (mileage rate)

• Parking

• Tolls

• Vehicle

Advanced Options

• Split By User

  • Download separate CSV files of transactions for each user

• Download Images (enabled by default)

  • Includes a zipped file of your receipt images

An itemized report of your transactions. Contains the following totals:

• For income & expense transactions:

  • Tax total

  • Category total

  • Grand total

• For drives

  • Distance total

  • Parking total

  • Tolls total

  • Grand total

Summarizes spending by category, vendor, month, drive classification, and user. Contains visual bar graphs of spending.