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:
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Navigate to Settings → Export Data
- Select the blue Prepare CSV button beside the Bills export
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Choose your Bill date range and click the blue Export CSV button to download your export
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Open the file within Excel or your own chosen spreadsheet software
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Sort your CSV file by the Expense Report Item Vendor column, as seen listed on the previous BILLS - CSV DETAILS screen:
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