You are able to export all company expenses from Spendesk by following these steps:
- Log in to your account
- Go to "Settings" > "Your wallet"
- Choose your export format by clicking on the arrow located nearby "download options" and tick to box to select if you'd like to export receipts as well
- Choose the month you want to export and click on Download
🤓 Within Excel, you might need to change the export display: click on Data > Text to Columns > click on next (select "semicolon", "tab", "space" for delimiters) keep on clicking next > click on finish!
☝️ If you'd like to export specific payments, go to the "Payments" tab, select your criteria using the filters (i.e. period, supplier, payer etc.) located on the right side of the search bar, select your payments and click on "Download payment".
✨ Upcoming: Specifically designed for Account Owners and Controllers, the accounting workflow (beta version) view gives you the ability to both validate and export your payments from Spendesk. Clicking on "all" sends you back to the usual "Payments" tab.