01
Admin
Select receipts with filters
Open Admin, go to Receipts, and set status, attention, project, worker, period, currency, or search text. Check the selected count and total before continuing.
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Informative receipt export
An informative export is for checking and sharing the currently selected receipts. Unlike an accounting export, it does not change their accounting export status.
02
Admin
Choose an informative format
Open the export menu and choose CSV, XLS, XLSX, or PDF with attachments under Informative exports. Use XLSX for spreadsheet work and PDF with attachments for a document archive.
03
Admin
Open or share the workbook
Open Receipt exports after generation. For a ready XLSX, choose Open, Share file, or Share link. A file can be attached to email; a link is convenient when no attachment is needed.
04
Admin
Review the PDF cover and attachments
The first PDF page lists the date, purpose, receipt count, active filter, author, and included documents. Each receipt then gets its own page with a cover sheet and original attachment.
05
Admin
Each receipt has its own page
The cover sheet records merchant, amount, date, project, submitter, category, receipt status, and accounting export status. The original image or another attachment appears below it.
