The main exports to generate from the Expensya account
Updated 2 months ago
Know that it's possible to export these lists for modification and then re-import them. These lists include:
- User list
- Reports and expenses
- Expense rules
- Categories
- Projects
- Personal and business vehicles
- etc.
In this article, we will see how to perform the export of these lists.
Exporting the User List:
- Go to "Admin" then select the submenu "Users and Access."
- Click on "Users."
- Then click on "Export the result."
- Confirm by clicking the "Continue Export" button.
You can export the user list by applying a filter, as shown in the example below.
Exporting Notes and Expenses:
An article has been written about exporting reports and expenses. Click here to access it.
Exporting Expense Rules:
- Go to "Admin" then select the submenu "Expenses and Requests."
- Click on "Spending Policies."
- Then click on "Export the result."
- Confirm by clicking the "Continue Export" button.
Exporting Categories:
- Go to "Admin" then select the submenu "Advanced Settings."
- Click on "Categories."
- Then click on "Export the result."
- Confirm by clicking the "Continue Export" button.
Exporting Projects:
- Go to "Admin" then select the submenu "Advanced Settings."
- Click on "Projects."
- Then click on "Export the result"
- Confirm by clicking the "Continue Export" button.
Exporting Personal and Business Vehicles:
Exporting Personal Vehicles:
- Go to "Admin" then select the submenu "Rates and Vehicles."
- Click on "Vehicles."
- In the "Personal Vehicles" field, click on "Export the result."
- Confirm by clicking the "Continue Export" button.
Exporting Business Vehicles:
- Go to "Administration," then select the submenu "Rates and Vehicles."
- Click on "Vehicles."
- In the "Business Vehicles" field, click on "Export Results."
- Confirm by clicking the "Continue Export" button.
