Analytics, import and export

See spend by category, person, department, project, merchant and month; download your expenses; import them from another tool.

Analytics

Open Analytics in the menu and choose a view:

• By category, by person, by department, by project, by merchant, by month: what was spent in the period, with the claimable tax and each line's share.
• Owed to people: approved reports not paid back yet, by person, with the oldest approval.
• Advances not settled: what is left of each paid advance.
• Policy flags: expenses that broke the policy, with their reasons.

Choose the period, and whether to count only approved and paid-back reports, reports waiting for approval too, or every expense. CSV downloads the table.

Finance and admins see everyone. Others see their own expenses.

Export expenses

On Expenses, set the filters you want and click Export. You get a CSV with:

• date, person, type, merchant, category and description
• amount, currency and home amount, and claimable tax
• who paid, report and status
• project, billable, tags and policy flags
• each custom field

Import expenses (admins)

To bring expenses from another expense tool or a sheet, open Expenses > Import (or Settings > Import expenses):

1. Save them as a CSV file, one expense a line, with at least a date and an amount.
2. Choose the file.
3. Check which column is which: date, person (email), merchant, category, amount, tax rate %, description, receipt no. and project. Check how the dates are written.
4. Click Import.

How lines are handled:

• People are matched by their email. Lines with no person are yours.
• Categories are matched by name. A line with an unknown category goes to "Other", with its category name kept in the description.
• Problem lines, such as a bad date, no amount, or someone without Expense access, are skipped and listed.

Imported expenses are unreported, ready for each person to put in a report.