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How to Export an Expense Report as PDF

Overview

Any expense report can be exported as a PDF for record-keeping, reimbursement requests, or audit purposes.

Steps

  1. Go to Expense > Claims > Reports
  2. Find the report you want to export
  3. Click the PDF icon (red document icon) in the Actions column
  4. The PDF will download automatically to your device

The exported PDF includes the report name, period, submitted by, individual claim line items with amounts, categories, and any attached receipts in image format.

Note  If your company logo has been uploaded in Expense > Configuration > Preferences, it will appear in the header of the exported PDF report.

 

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