Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
title: How to Export Expenses
description: Learn how to export expenses from the Expenses page to CSV using default or custom export templates, and how to download their receipts, in New Expensify.
keywords: [New Expensify, export expenses, CSV export, download expenses, download receipts, expense receipts, receipt zip, expense export template, bulk export expenses, expense data]
keywords: [New Expensify, export expenses, CSV export, download expenses, download receipt, download receipts, expense receipts, receipt zip, expense export template, bulk export expenses, expense data]
internalScope: Audience is all members. Covers exporting expenses from the Expenses page to CSV using export templates (both individually and in bulk) and downloading the receipts on selected expenses. Does not cover exporting reports to CSV or PDF (see Export-Reports.md), exporting to an accounting integration, or company card reconciliation.
---

Expand Down Expand Up @@ -41,10 +41,10 @@ You can download the receipts attached to your selected expenses in a single ZIP
1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend** > **Expenses**.
2. Select the checkbox next to each expense whose receipt you want to download, or use the top checkbox to select all.
3. Select **Selected** at the top.
4. Select **Download receipts**.
4. Select **Download receipts**, or **Download receipt** if only one selected expense has a receipt.
5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device.

**Note:** **Download receipts** only appears when at least one selected expense has a receipt. Deleted expenses are not included in the download.
**Note:** This action only appears when at least one selected expense has a receipt. It reads **Download receipt** when exactly one selected expense has a receipt, and **Download receipts** when more than one does. Deleted expenses are not included in the download.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Deterministic writing: "This action" is a vague reference to the UI control. Per HELPSITE_NAMING_CONVENTIONS.md (be literal/exact, reference the exact UI label), name the button explicitly, e.g. "Download receipt or Download receipts only appears when at least one selected expense has a receipt."


## How to export the columns currently displayed using Export current view

Expand Down Expand Up @@ -88,9 +88,13 @@ If all selected expenses are deleted, only the **Basic export** template is avai

Your download keeps preparing, and the status window comes back on its own. Expensify tracks each download that is still preparing or ready to save, so when you refresh the page or close and reopen Expensify, the status window reappears with the current status. Select **Download file** once it shows **Your file is ready!**.

## Why don't I see Download receipts for my selected expenses?
## Why don't I see Download receipt or Download receipts for my selected expenses?

**Download receipts** only appears when at least one selected expense has a receipt attached. If none of the selected expenses have receipts, the option is hidden.
This action only appears when at least one selected expense has a receipt attached. If none of the selected expenses have receipts, the option is hidden.

## Why does the receipt download option sometimes read Download receipt instead of Download receipts?

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

UI referencing violation: "the receipt download option" generalizes the UI element. HELPSITE_NAMING_CONVENTIONS.md ("Do not generalize UI elements") requires the exact UI label. Reference the actual button, e.g. Download receipt / Download receipts, rather than a paraphrased "option".


The label follows the number of receipts the download will include. It reads **Download receipt** when exactly one selected expense has a receipt, and **Download receipts** when more than one does. The download itself is the same either way.

## Are deleted expenses included when I download receipts?

Expand Down
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
title: How to Export Reports
description: Learn how to export reports to CSV, download them as PDFs, or download their receipts.
keywords: [New Expensify, export reports, CSV export, PDF download, download report, download receipts, download receipts for multiple reports, report receipts, receipt zip, report export template, bulk export reports, bulk PDF download, report data]
keywords: [New Expensify, export reports, CSV export, PDF download, download report, download reports, download receipt, download receipts, download receipts for multiple reports, report receipts, receipt zip, report export template, bulk export reports, bulk PDF download, report data]
internalScope: Audience is all members. Covers exporting reports to CSV using export templates (individually and in bulk), downloading reports as PDF (individually and in bulk), and downloading the receipts on a report (individually and in bulk). Does not cover exporting individual expenses from the Expenses page (see Export-Expenses.md), exporting to an accounting integration, or company card reconciliation.
---

Expand Down Expand Up @@ -95,10 +95,10 @@ You can download every receipt attached to a report in a single ZIP file.
1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**.
2. Open the report whose receipts you want to download.
3. Select **More**.
4. Select **Download receipts**.
4. Select **Download receipts**, or **Download receipt** if the report has only one receipt.
5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device.

**Note:** **Download receipts** only appears when at least one expense on the report has a receipt.
**Note:** This action only appears when at least one expense on the report has a receipt. It reads **Download receipt** when the report has exactly one receipt, and **Download receipts** when it has more than one.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Deterministic writing: "This action" vaguely references the UI control. Per HELPSITE_NAMING_CONVENTIONS.md (be literal/exact, use the exact UI label), name the button explicitly instead of "This action".


## How to download the receipts on multiple reports

Expand All @@ -107,10 +107,10 @@ You can download the receipts on several reports at once in a single ZIP file.
1. In the navigation tabs (on the left on web, on the bottom on mobile), go to **Spend > Reports**.
2. Select the checkbox next to each report whose receipts you want to download, or use the top checkbox to select all.
3. Select **Selected** at the top.
4. Select **Download receipts**.
4. Select **Download receipts**, or **Download receipt** if the selected reports hold only one receipt in total.
5. Wait for the files to finish preparing. The zip file downloads automatically when it's ready. If it doesn't, select **Download file** to save it to your device.

**Note:** **Download receipts** only appears when at least one selected report has an expense with a receipt.
**Note:** This action only appears when at least one selected report has an expense with a receipt. It reads **Download receipt** when the selected reports hold exactly one receipt in total, and **Download receipts** when they hold more than one.

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

Deterministic writing: "This action" vaguely references the UI control. Per HELPSITE_NAMING_CONVENTIONS.md (be literal/exact, use the exact UI label), name the button explicitly instead of "This action".


---

Expand All @@ -128,17 +128,21 @@ When you download multiple reports as PDFs, a message tells you how many of the

Your download keeps preparing, and the status window comes back on its own. Expensify tracks each download that is still preparing or ready to save, so when you refresh the page or close and reopen Expensify, the status window reappears with the current status. Select **Download file** once it shows **Your file is ready!**.

This applies to the downloads that show a preparing status window, whether you start them from the **Reports** page or from a report's **More** menu: **Export** with any template other than **Basic export**, **Download receipts**, and **Download reports** when you selected more than one report.
This applies to the downloads that show a preparing status window, whether you start them from the **Reports** page or from a report's **More** menu: **Export** with any template other than **Basic export**, **Download receipt** or **Download receipts**, and **Download reports** when you selected more than one report.

It does not apply to:

- **Basic export**, which downloads straight to your device without a status window.
- **Download report** for a single report, which uses its own window that does not reappear after a refresh. Start the download again to get a new PDF.
- **Send me the file when it's ready** — Concierge sends that file to you in a chat message instead, so no status window reappears.

## Why don't I see Download receipts on a report?
## Why don't I see Download receipt or Download receipts on a report?

**Download receipts** only appears when at least one expense has a receipt attached. In a single report's **More** menu, it appears when that report has an expense with a receipt. When you select multiple reports and open **Selected**, it appears only if at least one selected report has an expense with a receipt. If none of the expenses have receipts, the option is hidden.
This action only appears when at least one expense has a receipt attached. In a single report's **More** menu, it appears when that report has an expense with a receipt. When you select multiple reports and open **Selected**, it appears only if at least one selected report has an expense with a receipt. If none of the expenses have receipts, the option is hidden.

## Why does the receipt download option sometimes read Download receipt instead of Download receipts?

Copy link
Copy Markdown
Contributor

Choose a reason for hiding this comment

The reason will be displayed to describe this comment to others. Learn more.

UI referencing violation: "the receipt download option" generalizes the UI element. HELPSITE_NAMING_CONVENTIONS.md prohibits generalizing UI elements — reference the exact labels (Download receipt / Download receipts) instead of a paraphrased "option".


The label follows the number of receipts the download will include. It reads **Download receipt** when exactly one receipt will be included, and **Download receipts** when more than one will be. The download itself is the same either way.

## What happens if some receipts fail to download?

Expand Down Expand Up @@ -171,4 +175,4 @@ Excel may remove leading zeros automatically. To prevent this:

You can download PDF receipts and receipt image files. You can't download eReceipts or receipts created from a map.

If you select **Download receipts** for a report that doesn't contain any downloadable receipts, you'll see the message **No receipts to download**.
If you select **Download receipt** or **Download receipts** for a report that doesn't contain any downloadable receipts, you'll see the message **No receipts to download**.
Loading