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  • December 22, 2022 21:34
  • Updated

How to view and filter all expense Reports by Vendor

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

 

Steps:

  1. Navigate to Settings → Export Data

  2. Select the blue Prepare CSV button beside the Bills export
  3. Choose your Bill date range and click the blue Export CSV button to download your export

  4. Open the file within Excel or your own chosen spreadsheet software

  5. Sort your CSV file by the Expense Report Item Vendor column, as seen listed on the previous BILLS - CSV DETAILS screen:Screen_Shot_2019-05-21_at_1.29.51_PM.png

Additional Information:

  • This can be done only for Expense items that have been placed on a Bill
  • You will need access to Settings → Export Data → Bills to see this report
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