Export expense receipts

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Export receipt files when they are needed for accounting, audit, or recordkeeping.

Receipt export fields #

Show archived items in the lists below? includes archived employees, clients, projects, expense types, and payment methods in the lists.
Date Range selects the expense items included in the export. The date range can include up to 45 days.
Amount includes any amount or limits the export to an amount range.
Employee includes receipts for the selected employee. Select All Employees to include every employee.
Client includes receipts connected to the selected client.
Project includes receipts connected to the selected project.
Expense Type includes receipts for the selected expense type.
Payment Method includes receipts for the selected payment method.
Reimbursable includes reimbursable or non-reimbursable expense items.
Billable includes billable or non-billable expense items.

Only expense items that match the selected fields and contain a receipt are included.

Preview the receipts #

Use Preview to review the matching expense items before exporting the receipts.

Browse to Admin, and then select Expenses.
Select Export Expense Receipts.
Select the date range and any other fields you want to use.
Select Preview.
Review the results.

Change the fields and preview the results again when needed.

Export the receipts #

Browse to Admin, and then select Expenses.
Select Export Expense Receipts.
Select the date range and any other fields you want to use.
Select Preview when you want to review the results first.
Select Export.
Confirm the export when prompted.

After downloading the file, open it and confirm that it contains the expected receipts.

Receipt export problems #

The export is empty #

Confirm the date range and other fields. Also confirm that the matching expense items have receipts attached.

Some receipts are missing #

Open the expense item and confirm that a receipt is attached. Then confirm that the item matches the fields used for the export.

The export is too large #

Use a shorter date range or select fewer employees, clients, projects, expense types, or payment methods.