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How to generate an expense report

A step-by-step guide on how to generate an expense report as an admin depending on the status of the expense

Updated over 2 months ago

How to generate an expense report

  • Go to the Expense module

  • Click Export
    ​

  • Select the format, either Excel or PDF

  • To Export to QuickBooks, click on the status approved or paid

  • Select start date, end date, and status(Requested, Approved, Disapproved, Paid or All)

  • Click Export

  • The report will be emailed to the email you used to login

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