How Can I Export My Expense Data? (CSV and PDF)

You can easily export your Transaction data from Emburse Spend with our CSV and PDF export options. Admins can export information about company-wide transactions, managers can export information about their own transactions and the transactions of individuals they manage, and members can export information about their own expenses. 

You can also create a custom export template if you'd like to customize which columns are included in your CSV exports.

If you need to export expense data for your accounting platform, the quickest way to do that is to go to your Company Settings > Bank Accounts > Reimbursement Bank Account > Reimbursement History. There, you can click Export to download and export the expense data tied to specific outgoing bank transfers. It's a one-click approach to getting the relevant expenses you need to book to bank transfers in your platform.

Export Corporate Credit Card Transaction Data

To export data about transactions from the corporate card programs connected to your Emburse Spend account, click Transactions on your Personal sidebar or Card Transactions on your Manager or Admin sidebar.

By default, you will be brought to a list of all of your Needs Review transactions, but you may click the tabs above the list of transactions to view transactions in each section that meet these criteria:

• Needs Review: Card transactions that are awaiting your review and approval
• Needs Manager Review: Card transactions that are awaiting review and approval from other Emburse Spend users
• Pending Submission: Card transactions that have not yet been submitted for approval in Emburse Spend by the cardholder
• Denied: Card transactions that have been denied by an approver
• Completed: Card transactions that have been submitted for approval and approved

You may use the filters at the top of the screen to focus on a specific subset of card transactions. 

You may also save your filter criteria and reuse it if there are multiple exports that you need to run frequently on the Transactions screen. See Available Advanced Filters for Expenses and Transactions for more details.

1. To export all transactions that meet your filter criteria, click Export. 

2. By default, the export will include transactions in the section that you were in on the Transactions screen when you clicked Export, as well as any filters you had applied. Click the buttons to select and deselect which types of transactions you would like to include in your export.

3. If you have any custom export templates configured, you will see the option to select any of your custom export templates or to choose the Default CSV export option. If you don't have any custom export templates configured, the Default CSV export option will be applied automatically.

4. Choose the format you would like to export in. 

• CSV, Pipe Delimited, and Semi-Colon Delimited exports contain raw expense data (User, Merchant, Amount, Date Submitted, Date Transacted, Approval Status, etc). For a standard comma-separated format, leave the default of CSV. Otherwise, select the delimiter that meets your needs.

• The PDF Export contains a coversheet of the expense data along with an appendix with all of the associated receipt images. 

5. Check the box if you wish to export any disabled expense tags.

6. Click Export. You will receive an email when the export is complete.

Export Reimbursable Expense Data

If you use Emburse Spend to reimburse out-of-pocket expenses, you may follow a similar process to export expense data on the Reimbursements screen.  

Click Reimbursments on your Personal, Manager, or Admin sidebar.

By default, you will be brought to a list of all of your Needs Review transactions, but you may click the tabs above the list of transactions to view transactions in each section that meet these criteria:

• Needs Review: Reimbursable expenses that are awaiting your review and approval
• Needs Manager Review: Reimbursable expenses that are awaiting review and approval from other Spend users
• Denied: Reimbursable expenses that have been denied by approvers
• Completed: Reimbursable expenses that have been submitted for approval and approved

You may use the filters at the top of the screen to focus on a specific subset of transactions. 

You may also save your filter criteria and reuse it if there are multiple exports that you need to run frequently on the Reimbursements screen. See Available Advanced Filters for Expenses and Transactions for more details.

1. To export all transactions that meet your filter criteria, click Export. 

2. By default, the export will include expenses in the section that you were in on the Reimbursements screen when you clicked Export, as well as any filters you had applied. Click the buttons to select and deselect which types of expenses you would like to include in your export.

3. If you have any custom export templates configured, you will see the option to select any of your custom export templates or to choose the Default CSV export option. If you don't have any custom export templates configured, the Default CSV export option will be applied automatically.

4. Choose the format you would like to export in. 

• CSV, Pipe Delimited, and Semi-Colon Delimited exports contain raw expense data (User, Merchant, Amount, Date Submitted, Date Transacted, Approval Status, etc). For a standard comma separated format, leave the default of CSV. Otherwise, select the delimiter that meets your needs.

• The PDF Export contains a coversheet of the expense data along with an appendix with all of the associated receipt images. 

5. Check the box if you wish to export any disabled expense tags.

6. Click Export. You will receive an email when the export is complete.