Receipt Management

• From your receipt list, you can “Select” the receipts you want to export or “Select All” receipts.
• From your folder list, you can export folders individually.
• From the search area, you can export receipts filtered by date range or desired category.

You will be given the option to export the receipt summary information in CSV, PDF, or XLS format, and whether you want to also “export all formats” in a ZIP folder.

1. Go into the folder list
2. Select the folder you wish to export (maximum 400 receipts)
3. Choose “Export” in the options menu
4. Select the desired format for your receipts export
5. Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)

1. From the receipts list, tap on “Select”, or tap on “Select All”
   • If selecting all, this will select all the receipts currently displayed on your screen.
   • You will need to Scroll down to refresh the view with additional receipts, press “de-select all” (this will function as Select All once unselected receipts are displayed).
2. Continue until all desired receipts have been selected (up to a limit of 400 receipts at a time)
3. Choose “Export” in the options menu
4. Select the desired format for your receipts export
5. Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)

1. From the receipt list, tap on “Search” or the search icon
2. Use the filters to refine the receipt results as desired (date range, category, type, etc..)
3. From the results list, tap on “Select”, or tap on “Select All”
   • If selecting all, this will select all the receipts currently displayed on your screen.
   • You will need to Scroll down to refresh the view with additional receipts, press “de-select all” (this will function as Select All once unselected receipts are displayed).
4. Continue until all desired receipts have been selected (up to a limit of 400 receipts at a time)
5. Choose “Export” in the options menu
6. Select the desired format for your receipts export
7. Proceed to “Recent Exports” screen, use the “share” icon to transfer files using your method of choice (may take up to 24hrs to process for large export batches)

The whole package (CSV, XLS, PDF) will be zipped as a single file that you can access from within your “Recent Exports” list.

When you tap on an exported file from within the “Recent Exports” list, there is a sharing icon that provides you with the ability to share it using the standard iOS and Android sharing options such as email.

Creating a packaged export file does take some time and the more files in the export, the longer it can take to generate. If nothing happens when you tap on the export file, return to this page at a later time to try again.

It can take as long as 24 hours to process an export. Typically, exports take less than 24 hours, however it does depend on the size of the export.

Only the most recent four exports are shown in the list. If you need to create multiple exports, be sure to share them up from the “Recent Exports” list regularly. Also, remember that the export files are stored for two weeks from when they were created. If the export is no longer there, you may need to create a new export with the receipts you are looking for.