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How to view and filter Expense Reports by Vendor
How to view and filter Expense Reports by Vendor
Updated over 8 months ago

Goal:

  • See Expense Items by Vendor

  • Sort Expenses that have been placed on a Bill by the Vendor

  • List Billed Expenses by Vendor within a CSV file

You must be a Superuser or have custom access to Export Data Settings to complete the following steps.

Steps:

  1. Navigate to SettingsExport Data

  2. Click Prepare CSV next to the Bills export

  3. Choose your Bill date range and click Export CSV to download your export

  4. Open the file on your computer.

  5. Sort your CSV file by the Expense Report Item Vendor column

Additional Information:

  • The report only generates Expense items that have been placed on a Bill.

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