With the export function, you can easily download your expense records in a structured format like Excel or CSV. This helps you manage large amounts of data, generate reports, or integrate with other systems, while also supporting compliance and auditing by ensuring easy access to your records.
Steps to Export an Expense Record
Step 1: Navigate to Expenses
section to access your expense records.
Step 2: Click the Export
button to initiate the export.
Export Options:
- Type: Select All Pages to export all data, or Current Page to export the visible data.
- File Format: Choose Excel or CSV based on your needs.
Optional: Select specific expense records to export by checking the box next to them.
Step 3: Click theExport
button to complete the export.
Your expense data will now be available in the chosen format for easy management, sharing, and further processing.
For more information on how to create an expense record, check out our guide on creating an expense.
This will help you get started with entering and managing your expenses efficiently before exporting them.