As an admin, you can export expenses from your organization's Sage Expense Management account in Excel, PDF, or CSV formats. You have complete control over how you want to customise the exports.
To export expenses from the Business Expenses page,
Select the expenses you want to export.
On the top right-hand side, click on the Export.
Select the format in which you want the export and click on Next.
You can also share the export with other users but toggling on Share export option and typing in the email ID to which you would like to share the export.
Choose whether you want to export Same as list view or a Custom export configuration
Same as list view option enables you to export the table as you see it. It will preserve your selected filters, selected columns, column order and sorting in your exported file.
Custom export configuration allows you to completely customize the export. You can:
Select the date format
Select columns to be exported
Add custom columns
You can also manipulate the values present in different columns using Advanced Formulas. For a detailed list of possible formulas and how to use them, read: Using Export Formulas
Select column order
Select sorting
Select data entry format - if you want double row entry.
You can also save configurations and reuse them for future exports.
Once you have selected your expenses and format using the above steps, click on Export. The export file will be sent to you on your official email address (the one linked to your Sage Expense Management account).
Note: In case you do not receive the export email from Sage Expense Management, kindly wait for a few minutes time and check your Junk/Spam folders as the email may have been redirected there.