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Export business expenses

How to export business expenses in PDF, CSV and Excel format

Updated this week

Business expenses and their added details—like date of spend, purpose or category—can be exported in Excel, PDF or CSV format.

To export business expenses, select the Expenses tab in the left side panel. Then, select the All business expenses page within the drop-down.

Use the checkboxes to select which expenses you’d like to export.

Select the Export button to configure your export.

In the Export pop-up, select the export type. You can export as an Excel, CSV or PDF file.

If you’d like to export the receipts employees have added to their expenses, select PDF and With receipts. Receipts cannot be included in Excel or CSV exports.

To share the export with another employee, switch on the Share export toggle then enter that person’s email address.

Select the Next button to continue.

Now, use the checkboxes to select the expense fields you’d like to include in the export.

Once you’ve made your choices, select the Export button to receive your file.

The export file will be sent to your email address and any other email address you specified the file be shared with.

Note: If you haven’t received the email after several minutes, check your junk or spam folders as it may have been redirected there.

If you need further assistance with exporting business expenses, contact our support team at support@capitalone-fylehq.com.

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